The competitive business environment has created many challenges for the financial service sector. One of them is management of the sales process undertaken by agents and sales advisors. With the current level of technological advancements and recruitment of young talent in sales, insurers, takaful operators and banks need to introduce solutions that can help their workforce manage work in an efficient and convenient way. Such solutions simplify performance tracking and increases visibility of end-to-end sales process, allowing companies to take timely decisions. To address these issues, we’ve developed the Sales Activity Mobile Application with the core objective of activity management supported by a point tracking system.
The solution supports setting up sales targets for each individual agent. Then as the agent progress from one activity to another, they are able to track and record the details, for which points are rewarded. Additionally, SAMA includes interactive and animated built in sales presentation which can also be used for recruiting and sales. These presentations can be integrated with lifestyle financial planning to help prospects better understand their need. Moreover, advisors can use Referral Management & Marketing Automation (ReMMA) solution to receive warms leads as well as obtaining new referrals from their customers. The SAMA solution allows sales leaders to monitor, manage and keep in touch with all their agents via agent’s performance KPI scoring and activity reports.