Build a Productive Bancassurance Sales Channel
Increase your bancassurance profitability by 70% with digital bancassurance
Trusted by companies across the BFSI space
How Does LeadSquared Help Your
Bancassurance Sales Operations?
Get branch health statistics
Assess the performance of all your partner branches – new leads, new business, renewals & premium collection.
Suggest recovery actions
If a branch is lagging behind targets, Relationship Managers get automated recommendations to improve engagement.
Meet branch engagement goals
Set targets for all your branches and relationship managers. Enable the relationship managers to meet their targets every day.
Track branch visits
Tracking relationship managers’ attendance at branches is one of the toughest challenges for Bancassurance teams. Do it automatically.
Improve renewal ratios
Help relationship managers plan their day according to renewal targets. Influence branch partners to take actions on pending renewals.
Maximize RM efficiency
Send your relationship managers to their branch visits equipped with a prioritized task list & route maps to maximize their efficiency.
Measure and Improve Your Branch Engagement Ratios
Maximize the Efficiency of Your
Relationship Managers
Help them achieve their branch engagement goals
Auto-plan their day
LeadSquared plans the daily activities of your relationship managers to help them get more out of each day: Daily task planning to prioritize important tasks first. Branch visit planning to prioritize low- performing branches first. Route planning to follow the best routes for better time management.
Motivate them to do more
Keep your relationship managers on their toes! They always have a real-time view of their KPIs, performances, incentives & their current rank on the team.
Customizable dashboards for all users
Completely customize the app view for your Relationship Managers and other team members. In addition to their overall performances, they can view their daily tasks and activities, including – Branch visits, Targets set, Next meetings & routes, Task completion metrics, like branches visited, premiums collected, renewal retention, and more…
Keep an Eye on Your Relationship Managers
from Miles Away
Track every activity of your field team
Track each branch visit
Tracking Relationship Managers’ attendance at branches is one of the toughest challenges for Bancassurance teams. LeadSquared enables the real-time update of RMs’ branch visits by Geo-tagging each branch visit activity and Geo-fencing to ensure that no fake branch visits are reported
Locate your RMs real-time
View the real-time positions and historical routes + check-ins of your relationship managers. Always know what’s up on the ground. You can check their complete day route at the end of the day as well.
Get Higher Renewal Rates from Every Partner Branch
Get higher persistency ratios
Empower your Branch Partners/Branch Managers with Mobile App
Instantly map customer data to LeadSquared for engagement activities and cross-sell recommendations
Drill Deep into the Performance of Your Complete Banca Channel
down to the tiniest detail
“LeadSquared is the heart of our contact center today. Our sales agents start and end their day with LeadSquared. We’re thrilled to see the positive impact it has on our overall business objectives with results like 25% increase in conversions, 60% rise in agent productivity, and much more!”
