Insurance

Precision and Performance: Elevated Insurance Operations. Boost Productivity & Maximize Policy Sale Potentials. Are you ready to transform your insurance
company into a symphony of efficiency and success? All-in-one solution
for location tracking, task management, attendance, & leave
management that takes your sales and ROI to the next level.

  • Automated Attendance & Leave Tracking
  • Real-time tracking details on the app
  • Monitor Employees using mobile app
  • Advanced Task Management
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How Team Insights Transforms the Insurance Landscape

Team Insights is reshaping the insurance landscape through innovative data analytics and intelligent tools.
By leveraging advanced technology insurance providers get unparalleled insights. The insurance
industry is embracing data-driven decision-making, ushering in a more secure
& efficient future for both policyholders and insurers.

Location Tracking Made Seamless

Assign, prioritize, and monitor tasks effortlessly, ensuring your insurance agents never miss a beat. Our intelligent system helps you stay organized and provides valuable insights into task completion rates, enabling you to make data-driven decisions for your business.

Task Management

Team Insights task automation software is a comprehensive software that can customize your task list, help you monitor each task status, follow them up and generate automatic reports based on the individual performed tasks. We aim to simplify task automation for your team.

Simplify Attendance Management

Simplify attendance tracking and ensure compliance with the attendance management module. The user-friendly interface allows employees to log their attendance seamlessly from any location, while supervisors can easily review and manage attendance records.

Challenges for Insurance Businesses

  • Unable to Track Sales Person Activity
  • Unable to Detect Fraud Effectively
  • Poor Territory Planning and Insights
  • Ineffective Field Claims Processing
  • Poor Planning of Sales Rep Schedules and Routes
  • Long & Slow Underwriting Cycles
  • Inadequate Visibility of Customer Interactions
  • Poor Customer Experience

View of location in the map

With a digital map, you can instantly see where your employees are located in real time. You’ll know if they’re moving quickly or if they are idle for too long. Insightful report on how much distance individual team members have traveled. Team Insights Field Sales Automation is a mobile-based app that you can download on any smart device

  • Location Tracking
  • Total distance traveled
  • Mobile App

Never Miss Out to Track Every Second of Workflow

Innovation is at the core of what we do. It is time to bid farewell to cumbersome time-tracking methods. Our intuitive software takes care of the heavy lifting, allowing your team to focus on what they do best – creating breakthroughs in the IT world. Whether it's project deadlines or billable hours, our smart tools ensure every second is accounted for.

  • Effortless Task Assignments
  • Minimized Oversight Risks
  • Efficient Workflow

Effective Scheduling and Smart Beat Planning

Plan the most efficient route for the day to maximize healthcare professional/practitioner/provider (HCP), clinic, distributor, and pharmacy coverage. Schedule visits with 100+ business constraints, like MR availability, HCP location, proximity, MR skillset, and more.

  • Customer Visit
  • Progress Monitoring
  • Mobile App

How Team Insights Powers Insurance Businesses

Location Tracking

Real-time tracking of field agents ensures optimized resource allocation, prompt customer service, and agile responses to dynamic situations.
  • Real-Time Agent Tracking
  • Prompt Customer Service
  • Agile Situation Response

Manage Daily Schedule

Access daily schedules on-the-go with a field sales app, empowering sales reps to stay updated and efficient, regardless of location.
  • Location-Independent Planning
  • Mobile Schedule Access
  • Real-time visibility

Task Management

Task assignments are easily communicated through the platform, ensuring a seamless workflow and reducing the risk of overlooked duties.
  • Effortless Task Assignments
  • Minimized Oversight Risks
  • Efficient Workflow

Attendance Management

Mobile apps enable field employees to log attendance remotely. Managers monitor real-time attendance and generate insightful performance reports.
  • Insightful Performance Reports
  • Remote Attendance Logging
  • Real-Time Monitoring

Chat / Notification

Communication, Notifications, alerts and messages can be sent to customers or company users based on different activities performed during the day.
  • Dynamic Customer Comms
  • Real-Time Alerts & Messages
  • Activity-Driven Notifications

Mobile App

Field reps effortlessly access, update, and manage tasks from anywhere via their mobile devices, ensuring seamless flexibility and productivity on-the-go.
  • Mobile Task Management
  • Flexible Field Operations
  • On-the-Go Productivity
our app

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The only platform that can support your company at any scale

Take your business to the next level
with our exceptional features!

Automate businesses, streamline operations, track orders and
know what is happening in the field in a few clicks.
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Call Us For queries

+91 99 6969 2000