Direct Sales Agent Tablet Application - Insurance
With the 360 degree view, they can access all personal, policy and financial information of the customer needed to check the eligibility for a specific product.
The app allows the Sales Representative to create an application for an insurance product, perform a needs assessment, select the products that the customer is interested in, calculate the premium, obtain the customer’s signature, collect the required documents and submit the application to CRM. Applications can be captured for health, motor, life, travel, home, and other types of insurance products.
New customers can also easily be onboarded with full customer information capture capabilities.
- Cross-sell enablement allowing to offer multiple products
- Increased field sales efficiency by allowing to accept applications during the initial visit and no need to go back to the customer to collect the application form
- Enhanced 360-degree view of the customer
- Sales agent dashboard, picture taking, competitor dashboard and more
Calendar & Follow-ups
Prospects & Client Portfolio
Client 360 View