Insurance business needs competent sales force called FA (Financial Associates) as they are assigned to do a very tough job that is selling invisible product with zero tangible value. Therefore

Nature

Insurance business needs competent sales force called FA (Financial Associates) as they are assigned to do a very tough job that is selling invisible product with zero tangible value. Therefore, it deserves an efficient management practice to utilize its frontline human resources. There is plenty of communication attached to the insurance job and that is generated by increasing number of competition in this sector. To meet the sales target FAs need to work on a structural format like planning, preparation and scheduling visit to the targeted people on daily and weekly basis, offer various product on the targeted people, and need to minimize manual task as much as possible.

IGNITE Agent Activity Monitoring System is developed to support the FA’s daily operation before this is done manually. This system will involve all the operation starting from visit scheduling to the prospects customer identification and selling insurance product effectively to the targeted people.

📍 Features:

✅ FA’s visit scheduling
✅ FA’s visit tracking
✅ Missing visit identify
✅ Missing visit recovery plan
✅ Maintaining records of category wise product sales
✅ Maintaining records of area wise product sales info
✅ Maintaining records of monthly products sales information
✅ Providing Best Performing FA selection option
✅ FA’s performance summery

📍 Advantage:

✅ Alert message to remind for the upcoming visit
✅ Alert message to remind for the missing visit
✅ Identify prospective customer.
✅ Sell insurance product as customer needed.
✅ Make sure that all visit information (week ending & month ending business) are available to branch coordinator.
✅ Establish as a reliable partner to the prospective customer.

📍 For demo or more information:

Call : ☎️ 01313-635170 (WhatsApp)
Email : 📩 service.ignitetechno@gmail.com
Web : 🌐 www.ignitetechno.com

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