DIGITAL BANCASSURANCE partner for smart insurance businesses
Help them achieve their branch engagement goals
LeadSquared plans the daily activities of your relationship managers to help them get more out of each day: Daily task planning to prioritize important tasks first. Branch visit planning to prioritize low- performing branches first. Route planning to follow the best routes for better time management.
Keep your relationship managers on their toes! They always have a real-time view of their KPIs, performances, incentives & their current rank on the team.
Completely customize the app view for your Relationship Managers and other team members. In addition to their overall performances, they can view their daily tasks and activities, including – Branch visits, Targets set, Next meetings & routes, Task completion metrics, like branches visited, premiums collected, renewal retention, and more…
Track every activity of your field team
Tracking Relationship Managers’ attendance at branches is one of the toughest challenges for Bancassurance teams. LeadSquared enables the real-time update of RMs’ branch visits by Geo-tagging each branch visit activity and Geo-fencing to ensure that no fake branch visits are reported
View the real-time positions and historical routes + check-ins of your relationship managers. Always know what’s up on the ground. You can check their complete day route at the end of the day as well.
Get higher persistency ratios
Instantly map customer data to LeadSquared for engagement activities and cross-sell recommendations
down to the tiniest detail
We have observed that with the introduction of LeadSquared, the average sales per day per agent (i.e insurance sales) has moved up by 40% and the lead-to-sale ratio has increased by 35%. And this is just in three months. Plus the support has been phenomenal, even over the weekends and holidays.
Director of Business
LeadSquared has time and again proven its expertise in solutions and enabling products with scalability and superior user experience. With the strong workflow and automation editors, we were able to simply transplant ideas and flowcharts from paper to browser in record time. LeadSquared has been a great partner, taking the initiative to understand the nuances of our Sales support process, and contributing to the success of Max Life’s overall Digitization journey.
Know more about LeadSquared in a 30 minute online demo