Give you agents a consolidated view of business critical information related to Sales, Schemes, Incentives and Customer Onboarding. Unify information from multiple underwriting and back-end processing systems and from third party services to a single portal.
KPIs Covered
Agent Dashboard
- Policy counts and Premium
- MTD and YTD Policy sales and Claims
- Commission Earned
Information
- Active Schemes and Reward Programs
- New Policies and Products
- Documents related to all schemes
Customer Onboarding
- Customer KYC
- Progress on new applications
- Premium Calculator
