Client Background

Client is a part of Insurance based company in Visakhapatnam where they provide insurance service to varied clients, for on the field activities client has a group of sales members to visit their customers on daily basis  6 customers minimum and provide them inputs regarding policies to sell it to them.

Business Need

In order to know the activities of the sales team who are on field, client needs a tool to measure performance of each individual along with their progress towards their target instantly and also client likes to send inputs to the assets whenever necessary and have the history of the conversation.

Solution Implementation

Trinetra iWay provides solution for various clients who are primarily focused more on their sales force team since sales force acts a face of many organization; one of such organization is the insurance industry, where the sales team of the insurance company must be effective on field and reaching out to customer on time. Follow-ups with the sales team and inputs sharing by various stake holders to each asset plays a major role for the team to reach their targets, executives can see their progress on planned vs Achievement task for which modular Trinetra iWay application facilitates the same in a user-friendly way. Each asset in the field will have a task assigned clarity, their daily/monthly target achievement/progress clarity shall be centralized using Trinetra iWay, in-turn iWay serves as the best workforce management solution to the end-customer as well.

Benefits of the solutions

• Maximized Productivity with better task management
• Customer Satisfaction through on time support
• Reduced Operational Costs
• Target vs Achieved status
• Ensures Quality of work
• Time Management
• Improves Productivity