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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
Location Intelligent Solutions for Field Operations for Insurance Firms
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.
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