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Salesdrive
is a complete sales cycle management platform designed to supercharge your sales efforts across all distribution channels.
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Solutions we offer
Salesdrive for Agencies
Salesdrive for Bancassurance
Salesdrive for B2C
Salesdrive for Lending
Services
iorta Studio
iorta Consult
iorta Certify
Industries
Insurance
Lending
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Our Story
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Empowering Insurers with Digital Transformation.
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See How iorta Can Digitally Transform Your Insurance Business
Recruitment Management
Manage & Supervise Recruitment Activities
Show and Distribute content to Candidates
Onboard Agents with Online Forms and Document Upload
Monitor Agent Training Schedule and License Status
Add and Modify Recruitment Leads
Get Daily Reports
Relevant Products
Sales Management
Lead Creation
Lead Scoring
Lead Allocation
Managerial Oversight
Event Management
Task Management
Sales Content Management
Sales Targets Setup & Review
Sales Contests
Quote Generation
Benefit Illustration
Relevant Products
Customer Onboarding
Online Application Form Fill
Document Upload
OCR
Quality Check
Pause/Resume Sales Journeys
Managerial Oversight
Configure Rules & Stages For All Your Forms
Dashboard To View, Search Applications
Generate Proposal PDF
Relevant Products
Payment Facilitation
Multiple Payment Modes
Log Offline Payment Info
Payment Gateway Integration For Online Payment
Share & Generate Payment Links via Email/SMS
Relevant Products
Policy Renewals
Search Clients by Name,Contact, Renewal Date
Track Active Customers and Upcoming Renewals
'My Customers' Dashboard for Reps
Detailed View for Each Customer
Directly Call Customers via the App
Add Upcoming Renewals as Leads
Intelligent Product Recommendations For Cross-Selling & Up-Selling
Schedule Events/Tasks forRenewal Customers
Relevant Products
Claims Management
Provider Registration
Network Management
Instant Claim Processing for Eligible Products
End-to-End Digital Claims Management
Tariff Management
Secure Instant Payment Transfers
Customizable Business Rules
Real-Time Case Monitoring
Fraud Control Mechanisms
Data Analytics
Vision-Based Assessments
AI, ML, and Rules-Based Consistency
Pre-fill Assistance
Automated Workflows
Relevant Products
Customer Support
Gen AI-Based Chatbot
Human-Like Conversations
Can be Integrated with WhatsApp and other platforms
Humans can takeover chatbot conversations and vice-versa
Contextual Responses
Relevant Products
Distribution Channel Management
Manage Agents, Brokers, Bancassurance, and Online Sales
Configure Roles, Designations, and Hierarchies for Each Channel
Establish Sales Channels
Assign User Roles
Define Geographical Zones
Download Tailored Reports
Specialized Products for Brokers and Bancassurance
Relevant Products
Reconciliation Management
Input File Mapping
Recon Job Automation
Configurable Multi-Level Rules
Recon Output Reports
Multi-Source Cross Recon
Workflows
Approval Management
Task Configuration
Predefined Templates
Downstream Action Integration
RPA Integration
Access Control
Audit Trail
Relevant Products
Broker Management
Lead Management
Activity Management
Policy Management
Product Content
Broker Management
Reporting
Performance Management
Client Management
Accounts Management
Claims Management
Accounts and Finance
Premium & Commission Calculation
Relevant Products
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Schedule a 15-minute call to explore how we can assist you.
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