Build a Productive Bancassurance Sales Channel

Increase your bancassurance profitability by 70% with digital bancassurance

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How Does LeadSquared Help Your
Bancassurance Sales Operations?

Get Branch Health Statistics

Get branch health statistics

Assess the performance of all your partner branches – new leads, new business, renewals & premium collection.

Suggest Recovery Actions

Suggest recovery actions

If a branch is lagging behind targets, Relationship Managers get automated recommendations to improve engagement.

Meet Branch Engagement Goals

Meet branch engagement goals

Set targets for all your branches and relationship managers. Enable the relationship managers to meet their targets every day.

Track Branch Visits

Track branch visits

Tracking relationship managers’ attendance at branches is one of the toughest challenges for Bancassurance teams. Do it automatically.

Improve Renewal Ratios

Improve renewal ratios

Help relationship managers plan their day according to renewal targets. Influence branch partners to take actions on pending renewals.

Maximize RM Efficiency

Maximize RM efficiency

Send your relationship managers to their branch visits equipped with a prioritized task list & route maps to maximize their efficiency.

Branch Health Statistics

Measure and Improve Your Branch Engagement Ratios

Maximize the Efficiency of Your
Relationship Managers

Help them achieve their branch engagement goals

Auto-plan their day

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.

Auto-plan their day
Motivate them to do more

Motivate them to do more

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.

Customizable dashboards for all users

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…

Customizable dashboards for all users

Keep an Eye on Your Relationship Managers
from Miles Away

Track every activity of your field team

Track each branch visit

Track each branch visit

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

Locate your RMs real-time

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.

Locate your RMs real-time
Real-time Access to Renewal Data

Get Higher Renewal Rates from Every Partner Branch

Get higher persistency ratios

Empower your Branch Partners/Branch Managers with Mobile App

Instantly map customer data to LeadSquared for engagement activities and cross-sell recommendations

Instant Customer Data Mapping
Circle Manager Reports

Drill Deep into the Performance of Your Complete Banca Channel

down to the tiniest detail

Kalpesh-Chavan
Kalpesh Chavan
Vice President and Product Head
Read The Full Story

“LeadSquared is the heart of our contact center today. Our sales agents start and end their day with LeadSquared. We’re thrilled to see the positive impact it has on our overall business objectives with results like 25% increase in conversions, 60% rise in agent productivity, and much more!”

Know More about Leadsquared in a 30 Minute Online Demo

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Get a demo

GET IN TOUCH

(+1) 732-385-3546 (US)

080-47359453 (India Sales)

080-46801265 (India Support)

62-87750-350-446 (ID)

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