DIGITAL BANCASSURANCE PARTNER FOR SMART INSURANCE BUSINESSES
How does LeadSquared help your Bancassurance Sales operations?
Suggest Recovery Actions
If a branch is lagging behind targets, Relationship Managers get automated recommendations to improve engagement.
Maximize RM Efficiency
Send your relationship managers to their branch visits equipped with a prioritized task list & route maps to maximize their efficiency.
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.
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…
Keep an Eye on Your Relationship Managers from Miles Away
Track every activity of your field team
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.
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
Drill Deep into the Performance of Your Complete Banca Channel
down to the tiniest detail
Powering insurance sales across distribution channels
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.
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.