The client here is a national insurance company with operations on a Pan-India scale. The company has been running its insurance business for the past ten years and more. They are now planning to expand operations into the global market. To meet this goal, they are now planning to implement a capable mobile field force management software to maximize the utilization of their field force and align their teams to this goal.
The Business Requirement.
The client being an insurance company, was looking to implement the best sales force automation app to manage their sales teams effectively and to help them move up to the next level up. Since monthly revenue generation 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.
The Solution Implementation.
Many of the major insurance companies monitor their on-field executive on as daily basis, usually manually. But there are many deviations in schedule completion which affects the productivity of the insurance business and a dedicated 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 Mobile Field Force Solution was provided to the client by Trinetra iWay, which serves as an on-field staff & schedule management tool. It expedites the schedule management based on the ETA with remarks. Trinetra iWay’s 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.
Benefits of the solution
- Automate, Be Productive, Close More Deals.
- Find, win and retain more customers.
- Quick analysis of self-performance.
- Effective utilization of sales executives.
- Increase in the revenue trend.
- Improved visibility into on-field operations.
- Avoid deviation of high priority schedule completion.