Actify - The Productivity Catalyst Qorus Innovation in Insurance Awards 2024

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IndiaFirst Life Insurance

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12/04/2024 Insurance Innovation
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Innovation details
Country
India
Category
Workforce Transformation
Keyword
Business insurance, Customer acquisition & loyalty, Operational excellence & efficiency, Transformation, Insurance, Data, Car & Mobility insurance, Marketing & sales, Life insurance, Automation, Mobility, Bancassurance
Business Line
Life Insurance
Distribution Channel
Online / Direct

Innovation presentation

We have rolled out a solution for our sales team which can take care of all presales activities conducted by our feet on street. Actify as we call it, is an activity cum lead Management solution accessible on web as well as mobile. It has a very simplified process to create and manage activities for lead generation thus providing visibility to the management on Sales pipeline and forecasting. The solution is capable of efficiently tracking the feet on street and automatically calculates, registers conveyance for auto processing. It provides flexibility to track leads along with their conversion and auto flags leads priority basis its capability to close using a backend dynamic data model.

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