Realize the True Value of Operational Transformation with Location Intelligence for Insurance
Boost insurance agent productivity, expand their reach, and mitigate risk. Bring reliability and flexibility to your insurance operations and drive breakthrough performance. Discover how we can help you grow your insurance business.
Challenges for Insurance Businesses
How Dista Powers Insurance Organizations
Improve Advisor Scheduling with Real-time Visibility
Simplify the scheduling of field meetings with customers and advisors. Give your teams a single view of clients and advisors to optimize appointments and cross-sell opportunities. Prioritize scheduling based on location and frequency of visits. Track visit outcomes and get complete control of insurance sales activity.
Efficient and Smart Beat Planning
Plan the most efficient and safe route for the day to maximize insurance agent coverage. Leverage 100+ business constraints, including agent availability, customer location, proximity, agent skill set, and more. Enable dynamic route optimization to maximize agent visit productivity.
Sell Intuitively with 'Smart Share'
Engage with prospects and policyholders effectively by sharing interactive content to equip them with the correct information for making purchase decisions. Collaborate on the go and improve prospect engagement. Personalize client interactions with dynamic scenario-driven content sharing to enhance selling outcomes.
Faster Field Underwriting Processing
Equip field underwriters with powerful tools to manage their day – call clients, set appointments, and deliver onsite assessments. Give underwriters a step-by-step needs assessments and real-time access to your firm’s knowledge base to determine clients qualification for loans and insurance. Get complete visibility into onsite visits.
Faster and Easier Onsite Claims Adjustment
Manage all onsite inspections on one consolidated, mobile-first platform to get faster response time and a unified experience. Capture critical field information for inspections, insurance appraisals, or claims processing. Reduce manual touchpoints in the claims process to boost efficiency and reduce claims leakage.
Automate Lead Allocation
Distribute leads based on configurable business rules to sales agents, call centers, and agencies. Prioritize leads by location, proximity, insurance type, agent availability, capacity, etc., and maintain equitable distribution.
Strategically Align Sales Territories
Design dynamic sales territories – with visual tools and location data layers. Manage sales area coverage based on proximity, accessibility, volume, market potential and more. Enable insurers to optimally utilize field sales resources and align insurance agencies by territories with a centralized view to get complete visibility.
Mitigate Risk with Advance Risk Profiling
Derive meaningful insights from location analytics to design policies for people living in areas associated with natural disasters, high crime rates, flood risk, etc. Underwriters can accurately assess risk and clearly visualize the impact on their operations.
Easy Fraud Detection
Identify fraudulent claims faster through location data by using geospatial insights. Insurance companies can utilize geospatial analytics to detect trends and patterns based on location-based behavior. For example, if claims inspectors suspect multiple claims filed from the same area, they can flag the location and mark it as fraudulent activity.
Enable Contextual Recommendations and Alerts
Build deeper connections with prospects and customers through contextual nudges to drive intuitive selling outcomes. Get predictive alerts about nearby opportunities for claims inspection and adjustment. Get recommendations on nearby existing customers for upselling or cross-selling or consult them on existing policies and strengthen relationships.
Simplify Insurance Agency Management
Utilize territory optimization and planning for agency field sales teams to avoid over-serving regions and ensure optimal resource allocation. Track all agency activities with a single integrated view to provide control and complete visibility.
Elevate Bancassurance Operations
Leverage location data to monitor bank performance and align each branch’s performance by location. Streamline collaborative selling between bank relationship managers & field agents. Insurers must utilize field resources optimally by avoiding overlap with partner field sales teams.
Powerful Reporting & Analytics
Visualize hyperlocal customer behavior, demand, and competitor intelligence. Map, analyze, and share key metrics like sales volume and market share with stakeholders and agency partners. Monitor insurance agents’ performance with real-time reporting and customized drill-down dashboards. Set priorities for sales and claims teams by territories, hierarchy, meetings, positive client interactions, etc.
See How Organizations Leverage Dista to Grow
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