Client Background

Client was a successful service provider in insurance sector for more than 50 years in Hyderabad, fulfilling customers’ needs with comprehensive insurance policies. Client provides wide range of services with integrity and caters to the diverse insurance needs (auto, home, business and life insurance) of valued customers with best-in-class service team of around 160+ executives.

Business Need

To continue with their consequent success of 50 years, client analyzed their work progress and identified practical time consumption by their service team was a constraint for their growth. Client wanted to look at ways to reduce the turn-around time by adapting new technologies for an effective solution.

Solution Implementation

Trinetra iWay provided an informative modular application for the client to monitor their field executives easily in real time. By integrating this app in each field executive’s smart phone, managers will have complete visibility over their insurance agent’s progress of the day at any point in time. One of the main objectives of the customer was to reduce turn-around time, therefore additional customized features such as the ability for agents to input and send the visited customer details with key requirements from their smart phones to their CRM tool was an additional step ahead of their peers. This facilitated quotations to be sent by the organization in shorter duration. With the insurance agent’s location being visible to managers, unplanned but important visits were easily accomplished by allocating to the closest insurance agent based on their present location. This in turn led to increased accountability, reduced turn around time and enhanced customer service.

Benefits of the solutions

• Better reputation of the organization
• Reducing application process time
• Improve Business Forecast
• Data Based Decision making
• Maximized Productivity
• Exceeding customer expectations
• Lesser turn-around time for Sales closure