The visit written up three days later
A relationship manager covering a district gets through eight or ten stops in a day: a corporate HR office, two motor dealers, a handful of sub-agents. The write-up is meant to happen in the evening and usually happens on Thursday for the whole week. What was promised at the third stop has gone by the sixth, and the signed proposal photographed at a client's office stays in a personal camera roll until somebody asks for it.
Coverage is the second blind spot. The sub-agents who source steadily get visited because they are pleasant to visit. The ones who went quiet after last season are not noticed until their clients renew somewhere else. And nobody at the branch can answer a plain question: of the corporate accounts renewing in the June quarter, which have actually been met since January?
Check in at the stop, capture before leaving
The executive checks in at the client's location, logs an outcome and a next date, and photographs whatever paperwork was handed over so it attaches to the right case with client and timestamp on it. In a basement office or factory estate with no signal, the capture is held on the device and syncs when coverage returns.
Beat plans put the sub-agent panel on a cycle by market area rather than memory, and the branch dashboard shows visits against plan plus any account renewing next quarter with nothing logged. Check-in records a location at the moment of the tap. It is visit verification, not background tracking, which matters when the people using it are experienced and sensitive about it.
More on the capability itself: Field Sales App. More on this industry: CRM for insurance brokers.
One industrial belt, four accounts and six agents
A relationship manager has four corporate accounts and six sub-agents in the same industrial belt, all with June renewals.
- 1Group the day by proximity so the belt is covered in one run instead of three trips.
- 2Check in at the HR office, record that the employee addition list is pending and set the date promised for it.
- 3Photograph the signed proposal at the next stop so it reaches the case record before the executive reaches the car.
- 4Flag the sub-agent who has sourced nothing since March, and let the day-end report compile itself from the stops.
Priced at ₹899/user/month + GST on annual billing, or ₹1,099/user/month + GST month to month, with no seat minimum. A free plan with one user and 200 leads runs indefinitely, so the trial is the product rather than a countdown.
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Run it once, with real records
The fastest way to judge this is to put twenty of your own records through it. Start on the free plan and decide afterwards.