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Agent Diary for Agents - Incentive and Commission Management

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Details
Agent Diary is an easy-to-use application which lets you experience a new approach to view your Sales Agents details of Commission, Incentives, Schemes and Client details via native mobile application.
Release notes ()
Key benefits
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  • Integrate with Insurance Claims Management and Insurance Policy Admin System
  • Add more integration touch points for additional customization
  • View KPI status for the schemes, download brochure for the scheme related features
  • View Incentive points for Current month, Previous Month and Year-toDate
  • Total Commission for Current month, Previous Month and Year-to-Date.
  • Interact with the chatbot to get the details of Commission, Incentives and the Amount paid.
Problems Addressed / Key Features
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Agent portals and applications are a key component of an insurer’s system. They are the primary communication channel between insurers and their agents. If the agents are equipped with the right tools that help them do their jobs more effectively, they can sell more, leading to greater commissions for them and greater sales for the insurance provider. Agent Diary is a native android and IOS application that connects with insurance claims and policy systems.

Technical details
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Technical Details coming soon.

Tags
Insurance
Other use cases