SELLWELL

A versatile Mobility platform for
Insurance Sales Management

REQUEST DEMO DOWNLOAD BROCHURE

Please Enter Country

* Fields are Mandatory

DRIVE EFFECTIVENESS OF INSURANCE SALES THROUGH TECHNOLOGY AIDED PROCESS

SellWell is designed to extend the reach of the insurance intermediaries and reduce the time taken from the first interaction to Quote generation and Policy issuance.

Manage Prospects and Leads

Manage Contacts

Set Appointments

Calender Reminders

Manage Custom Communications


Manage Sales Activities

Product Dashboard

Sales Executive Performance

Assign Leads To Sales Executive

Derive Insights


Manage Quotations Proposals

Enquiries

Deliver Presentation

Scan Documents / Capture Images

Generate Proposal & Quote

DRIVE EFFECTIVENESS OF INSURANCE SALES THROUGH TECHNOLOGY AIDED PROCESS

SellWell is designed to extend the reach of the insurance intermediaries and reduce the time taken from the first interaction to Quote generation and Policy issuance

Manage Prospects and Leads

Manage Contacts

Set Appointments

Calender Reminders

Manage Custom Communications

Manage Sales Activities

Product Dashboard

Sales Executive Performance

Assign Leads To Sales Executive

Derive Insights

Manage Quotations Proposals

Enquiries

Deliver Presentation

Scan Documents / Capture Images

Generate Proposal & Quote

DRIVE EFFECTIVENESS OF INSURANCE SALES THROUGH TECHNOLOGY AIDED PROCESS

SellWell is designed to extend the reach of the insurance intermediaries and reduce the time taken from the first interaction to Quote generation and Policy issuance.

Manage Prospects and Leads

Manage Contacts

Set Appointments

Calender Reminders

Manage Custom Communications


Manage Sales Activities

Product Dashboard

Sales Executive Performance

Assign Leads To Sales Executive

Derive Insights


Manage Quotations Proposals

Enquiries

Deliver Presentation

Scan Documents / Capture Images

Generate Proposal & Quote

BUSINESS ADVANTAGES

  • Sales growth - drive new business with enhanced conversion rates
  • Smarter sales process – prioritize opportunities and clients
  • Channel Effectiveness - provision to manage on-field team and track performance
  • Reduced operating cost - paperless process
  • Expand reach - access to rural markets with no internet coverage
  • Process Digitization - eliminates manual data entry errors

COMPONENTS


Web Portal

  • Create / Manage / Track users, devices, & apps
  • Bulk-upload leads
  • Workflow to assign leads from various sources to specific salesforce teams
  • Dashboard view for Insurance products and Salesforce performance
  • Product wise or Area wise Funnel view of statistics - number of leads received, converted, pending etc.
  • Enable editing captured application details and re-submit with comments if required
  • View Audit trail of the transactional history
  • Rate Individual performance

Mobile App

  • Daily Activity Planning
  • Inbox for Case Management
  • Access assigned cases, capture and update information
  • Create new leads for follow-up
  • View/demonstrate training materials, product information etc.
  • Capture data from the field (Documents / Media, Locations, E-signatures)
  • Generate proposals and quotations
  • Workflow to seek approvals and re-submit proposals
  • Receive notifications from supervisors
  • Send Notifications and letters to customers