Always know the performance of all your partner branches – in terms of new leads, new business, renewals & premium collection.
If a branch is lagging behind targets, Relationship Managers get automated recommendations to improve engagement.
Set targets for all your branches and relationship managers. Enable the relationship managers to meet their targets every day.
Tracking relationship managers’ attendance at branches is one of the toughest challenges for Bancassurance teams. Do it automatically.
Help relationship managers plan their day according to renewal targets. Influence branch partners to take actions on pending renewals.
Send your relationship managers to their branch visits equipped with a prioritized task list & route maps to maximize their efficiency.
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:
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:
Track every activity of your field team
Tracking Relationship Managers’ attendance at branches is one of the toughest challenges for Bancassurance teams. LeadSquared enables real-time update of RMs’ branch visits by:
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, Acko General Insurance
Know more about LeadSquared in a 30 minute online demo