Bancassurance CRM
Elevate customer experience and expand customer base.
Leverage Banca customers and expand customer base through elevated customer experience.
End-to-end digital experience for cross-selling in the banking and insurance sector
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Branch & Rep analytics
Boost your sales productivity by providing insights into rep and bank branch’s performance- new leads, new business, renewals & premium collection.
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Provide real-time feedback
Sharing insights on every branch’s performance and suggesting recommendation plans to the relationship managers for improving engagement.
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Set Branch engagement goals
Setting up targets for all your branches and relationship managers and assessing them on a regularly is critical for the success of any business.
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Monitor Branch visits
Tracking relationship managers’ visits to bank branches automatically. Regular visits improve engagement and boost sales.
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Increase renewal revenue
Enable relationship managers and branch partners with information on renewal due policies and assist in planning their day according to renewal targets.
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Augment RM productivity
Automate day & route planning of your relationship managers for their branch visits along with a prioritized task list to maximize their efficiency.
Automate day & route planning
Plan the daily activities of your relationship managers by prioritizing their tasks. Focus on low- performing branches first and provide an optimal route for better time management.
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Motivate and encourage RMs
Real-time access to KPIs, performances, incentives & their current position with respect to their and teams’ goals can motivate and encourage your relationship managers to perform better.
Customizable dashboards
Empower your relationship managers with a completely customize app view. Apart from their overall performances, they can access their daily tasks and activities, including – branch visits, targets set, next meetings along with routes, and task completion metrics, like branches visited, premiums collected, renewal retention, etc.
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Monitor branch visit
Real-time track relationship managers’ visits at bank branches through geo-tagging each branch visit activity and geo-fencing to prevent fraudulent branch visits.
Real-time live tracking of your RMs
Get a visual representation of the route that your RM has travelled and the meetings they have completed. Know what time he has checked in and from where and the distance that he has covered that day.
Reports and Dashboard
Measure, track, and improve your partner branch engagement through reports like branch health statistics, recovery recommendations, and branch visit tracking.
Manage renewals collection for higher persistency ratios
Track renewal rates from every partner branch with the help of reports, providing real-time access to renewal data and triggering automated renewal reminders.
