The Client

The client here is a national insurance company with operations on a Pan-India scale with 60+ branches working under the head office located in Bangalore. The company has been running its insurance business for the past ten years and more. Apart from the regular insurance executives they are now planning to expand operations into the global market through private insurance agents also with user-friendly on-field team tracking solution. To meet this goal, they are now planning to implement a capable insurance executive management software to maximize the utilization of their insurance executives and agents to align their teams to this goal.

The Business Requirement.

The client being an insurance company, was looking to implement the best insurance team automation app to manage their insurance teams effectively and to help them move up to the next level up with field executive monitoring application. Since monthly insurance policy signups is their main focus, their monthly target achievement plays a major role for increasing their yearly revenue generation, which is key for the insurance industry. A large number of customers like an instant solution for their challenges on buying an insurance policy and quick customer feedbacks can be received with effective customer management software.

The Solution Implementation.

Many of the major insurance companies monitor their on-field executive on daily basis, usually manually. But there are many deviations in schedule completion which affects the productivity of the insurance business and a dedicated on-field executives and insurance agent management software will be preferable solution. Often the field sales executives provide the customers with policies to achieve the monthly target. They are not focused on the customer’s requirement or pain points which is a barrier to their growth.

The Insurance task management Solution was provided to the client by Trinetra iWay, which serves as an on-field insurance employee’s task management tool. It expedites the schedule management based on the ETA with remarks and real time progress updates. Trinetra iWay’s employee monitoring solution helps to eliminate schedule deviations of high priority tasks with the help of powerful calendar notification, via the executives’ mobile app, with effective push notification making the executive aware of tasks due. The executives can self-validate their performance on the move via the graphical ‘Plan vs Actual’ reports to help them perform well with a clear schedule plan.

With Trinetra iWay – Insurance staffs tracking solution, the Insurance company quickly expanded its market PAN-India with insurance agents also.

Benefits of the solution

• Organize, Be Productive, Close More Insurance policies.
• Find, win and retain more customers through efficient insurance agents.
• Fix the incentive to agent with actual schedule progress
• Effective utilization of Insurance agents & staffs.
• Real time visibility into on-field schedules.
• Reputation in Insurance Industry
• On-time Collection of premiums