"> Insurance Sale Software & Solution - FarEye

Insurance

The need for security will last for as long as the human race lives. Insurance being a service industry and dealing with human emotion – it is imperative that the customer is placed at the center of all its functions. FarEye ensures reliability and generates customer trust by helping insurance companies with Uberization of field sales; reduced TAT and simplified on-boarding process for clients.

Use FarEye’s mobility solution for your Insurance sales and Lead Management, Account opening and verification, service request management and payment collections.
  • Analytics based lead assignment to insurance agents on FarEye’s mobile app on certain prerequisites like expertise, distance etc.
  • Field attendance and geo-location capture at the time of Login
  • Mobile based application filling and multiple check points to ensure first-time-right client on- boarding.
  • Planned route received on insurance agent’s phone with access to client information, portfolio & need analysis.
  • Tracking option and regular alerts to the customer to ensure increased probability of purchase.
  • eKYC – Real time transfer of uploaded verification documents

100% accurate collection and customer visit reports

  • Interconnected workflow between concerned departments to ensure seamless & timely processing & renewals.
  • Mobile assist and alerts on the agents’ app to view leads, follow-ups, changed schedules; all on-the-go.
  • Update daily activities and capture proof of visit like digital signatures, photographs, geo-coordinates and time stamps giving the manager real time visibility of insurance agents’ activity.
  • FarEye’s intuitive interface enables upselling & cross selling on the basis of customer need analysis. Suggest right product for a particular customer depending on their lifestyle.
  • Checklists and different modes of payment to ensure that collections are complete in the first visit.
  • Live dashboards to monitor activity performance – targets and achieved numbers for multiple agents. Transparent operations and real time –field monitoring to manage ad-hoc customer request and visits .

Bajaj Capital case study

Playing a pivotal role in increasing reliability & transparency. FarEye is the chosen delivery management platform for Blue Dart – the world’s leading logistics company covering over 33,867 locations in over 220 countriesi

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About us

FarEye’s technology solutions revolutionise enterprise operations by empowering the field workforce of a client company using a powerful mobile platform. FarEye’s intuitive dashboard delivers real-time visibility to CXOs to better serve their customers. This empowers the enterprises to build a competitive advantage by improving its agility. Read more

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