Ground Sale Management

Technology-Driven Powerhouse to Empower your On-Ground Sales Workforce

Current System

In price- sensitive sectors like Pharma and Insurance, traditional methodologies are no longer helping companies lower operational cost, boost productivity or enhance customer experience. Cost control, flexibility and on-demand insights are just what the doctor ordered.

Traditional Raising Tickets

Traditional means of raising tickets on an ad-hoc basis

Notification Agents or Customers

Delayed notification to both agents or customers

Calculating Premiums

Errors in calculating premiums

Error-prone

Error-prone, manual data entry in huge CRMs

Inspection and Scheduling

High cost of claim inspection and scheduling

Delivery and Customer Expectations

Mismatch between service delivery and customer expectations

TrackOne builds customer trust and reliability by transforming field sales,
lowering TAT and optimizing on-boarding process.

AI-Based Task Allotment

AI-Based Task Allotment

Leverage futuristic Artificial Intelligence to allocate tasks based on partner availability, skill and geographic distances

Application Filing

Application Filing

Ensure accurate on-boarding of first-time clients via app-based filing and safeguard multiple check points

Instant Notifications

Instant Notifications

Notify customers via instant email & SMS alerts and help them stay in touch with your mobile workforce

Enable Cross-Selling

Enable Cross-Selling

Suggest customer - specific policies on-the-go based on lifestyle, health and other factors

Real-Time Visibility

Real-Time Visibility

Capture pictures, digital signatures and geo-coordinates to provide managers with live visibility into the activities of agents

Live-tracking Attendance

Live-tracking Attendance

Track geo location and field attendance of partners accurately

Simplify Need Analysis

Simplify Need Analysis

Optimize travel time and routes for agents and help them understand client requirements better

Interconnected Workflow

Interconnected Workflow

Develop a seamless workflow between different departments to ensure on-schedule processing and timely renewals

Dynamic Payment Collection

Dynamic Payment Collection

Allow customers to pay you through any mode of their choice to ensure fast & hassle free completion of collections

Performance Tracking

Performance Tracking

Track actuals against targets, delve deep into operational metrics and manage unexpected customer requests using a cloud-powered dashboard

Want to see how we improved Field Workforce Efficiency, cut costs and increase ROI?