Insurance Prospect Tracking
The Business Challenge
The process of finding prospects is adhoc, unstructured and largely individual-driven.
Due to this, a lot of prospects slip through the cracks.
Sales Team Managers and Insurance Claim Consultants are allocated randomly without any clear rationale.
The Enj Solution
Details of all potential prospects are entered in the system.
The Head Office allocates a branch.
The Branch Office allocates a Sales Team Manager.
A Sales Team Manager allocates Insurance Care Consultants.
The Insurance Care Consultants pursue the lead till closure of the same.
Benefits
Uniformity in the prospect tracking process is maintained.
A snapshot view of the status of all leads is available.
Even allocation of work at every level is ensured.
None of the prospects slip through the cracks.
Security issues are addressed.
Historical data is available for future reference.
Centrally maintained work log.
Easy movement of documents.
Integrated module.
View process
The Business Challenge
The process of finding prospects is adhoc, unstructured and largely individual-driven.Due to this, a lot of prospects slip through the cracks.Sales Team Managers and Insurance Claim Consultants are allocated randomly without any clear rationale.
The Enj Solution
Details of all potential prospects are entered in the system.The Head Office allocates a branch.The Branch Office allocates a Sales Team Manager.A Sales Team Manager allocates Insurance Care Consultants.The Insurance Care Consultants pursue the lead till closure of the same.
Benefits
Uniformity in the prospect tracking process is maintained.A snapshot view of the status of all leads is available.Even allocation of work at every level is ensured.None of the prospects slip through the cracks.Security issues are addressed.Historical data is available for future reference.Centrally maintained work log.Easy movement of documents.Integrated module.
View process
