Build a Productive Bancassurance Sales Channel
Increase your bancassurance profitability by 70% with digital bancassurance
TRANSFORMING SALES FOR 2000+ BUSINESSES WORLDWIDE
How does wpscrm 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.
Maximize the Efficiency of Your Relationship Managers
Help them achieve their branch engagement goals
Auto-plan their day
Wpscrm 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…
Track each branch visit
Tracking Relationship Managers’ attendance at branches is one of the toughest challenges for Bancassurance teams. wpscrm 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.
