Transform Insurance Field Operations with Location Intelligence

Boost insurance agent productivity, expand reach, and mitigate risk. Bring reliability to your insurance operations.

Role-based Challenges

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Inefficient route planning
Lack of a system to capture customer visit outcomes
No scientific method to create day plans
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No central system for case management
Ineffective case assignment without location-based rules
Lack of real-time visibility on insurance agent activities
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Poor territory planning and insights
Long and slow underwriting cycles
Limited insights on new growth opportunities
Role-based challenges of Insurance

Location Intelligent Solutions for Field Operations for Insurance Firms

Elevate Bancassurance Operations

Align bancassurance strategy by location with relevant insurance products. Map sales reps by branch location and insurance products to align product distribution strategies.

Seamless Insurance Agency Management

Optimize field agent allocation using multiple business rules to balance agent workload. Track agency field operations on a single dashboard to provide control and transparency. Ensure timely field inspection using proprietary scheduling algorithms for faster field claims processing.

Improve Advisor Scheduling with Real-time Visibility

Simplify field meeting scheduling with customers and advisors. Offer a customer view to your teams to optimize appointments and improve upsell and cross-sell opportunities. Prioritize scheduling based on location and frequency of visits.

Sell Intuitively with 'Smart Share'

Share dynamic scenario-driven content with prospects and policyholders to enhance selling outcomes. Collaborate on the go for an effective prospect engagement.

Powerful Reporting & Analytics

Visualize hyperlocal customer behavior, demand, and competitor intelligence. Map and analyze sales volume and market share with stakeholders and agency partners. Monitor insurance agents’ performance with real-time reporting and customized drill-down dashboards.

Functional Features

Case Lifecycle Management
Beat Route Planning and Optimization
Geofencing Case Visits
Prescriptive Nudges and Alerts
Crossell and Upsell Recommendations
Smart Sharing of Collaterals

Resources

In Field Vehicle Claims for an Insurtech

InsurTech Firm Orchestrates In-field Vehicle Claims with Dista

Leading Insurtech Startup Leverages Dista for Effective Vehicle Inspection

Major Insurtech Firm Leverages Dista for Effective Automotive Inspection Process

5 Ways Location Intelligence can Transform Insurance Companies

5 Ways Location Intelligence can Transform Insurance Companies