Jubilee Banca Sales Activity 4+

This application provides digital accessibility to the sales agents through life insurance journey

This application provides digital accessibility to the sales agents through life insurance journey from policy selling to the customers. Sales agents can monitor their activity, performance, and their ability to convert sales lead successful in different regions.

Key Features of the applications are:
- Create Lead: User can create lead to sell insurance to customers.
- Lead History: User can view history of generated leads, so user can maintain their activity and records.
- Call Reminder: User can set timely reminders so never lose the customer.
- Leads Break Down: Monitor the performance by leads generated in charts, user can view the different statuses of policy (close, open or pitch), user can view leads breakdown in charts which type of products have sold a lot.
- Top Performer: User can view top performer so all sales agents will be enthusiastic to perform well.
- Save Time: You do not have to spend time in finding piles of documents to create leads.
- Filter: User can view the history date wise with the help of filter.
Products are available:
- Critical illness
- Education Plan
- Individual Health Plan
- Joint Life Plan
- Protection Plan
- Retirement Plan
- Saving Plan
- Single Premium