Agent|Force is an end-to-end salesforce management solution for Life Insurance company to manage thousand of agents
Agent Force
What is it about?
Agent|Force is an end-to-end salesforce management solution for Life Insurance company to manage thousand of agents. It is a native app mobile solution built on cloud platform that incorporates leading practices established from years of experience working with the Life insurance industry. Agent|Force has been developed to provide frontline sales Agents with the tools they need to plan and manage end-to-end life insurance sales cycle. By using mobile, cloud, social, and analytics capabilities, today’s insurance leaders can improve revenues and customer satisfaction as well as underwriting performance, operational efficiency and indemnity spend. These were the key features of Agent|Force
App Screenshots
App Store Description
Agent|Force is an end-to-end salesforce management solution for Life Insurance company to manage thousand of agents. It is a native app mobile solution built on cloud platform that incorporates leading practices established from years of experience working with the Life insurance industry. Agent|Force has been developed to provide frontline sales Agents with the tools they need to plan and manage end-to-end life insurance sales cycle. By using mobile, cloud, social, and analytics capabilities, today’s insurance leaders can improve revenues and customer satisfaction as well as underwriting performance, operational efficiency and indemnity spend. These were the key features of Agent|Force
- Managing ultimate Agent hierarchy from Chief Agent Officer (CAO) to Field Agent (FA)
- Standard Operation Procedure for life insurance Sales combining Sales process and recruitment process
- End-to-end sales cycle: Target setting | Prospect|Call|Meeting|Consulting|Proposal|Close - Sales & Contract
- Activities management: Call, Event, Task
- Automatic regenerate quota and working period
- Integrated with call features and track call history
- Personal Dashboard & Management dashboard
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