Salesdrive for Agency Business

Revolutionizing Insurance Agencies with Sales and Operations Digital Transformation

Modules

Lead Management

Ask Dot to create and manage leads.

Capture Leads Manually

Ask Dot to create a lead.

Upload Leads in Bulk via Excel

Ask Dot to bulk-upload leads.

Sort, Search For, and Filter Leads

Ask Dot to sort, search, or filter leads.

Allocate Leads Individually or In Bulk

Ask Dot to allocate or modify lead allocations.

Set an Auto Lead Allocation Logic

Ask Dot to create an auto-lead allocation logic.

View Individual Lead Detail Pages

Ask Dot to open individual lead pages.

Set Lead Status and Modify Details

Ask Dot to manage lead status and details.

Dedicated Dashboard For Your Leads

Ask Dot to summarize your leads' statuses.

View Leads Of Your Team Members

Ask Dot to present team members' leads.

Sync Leads From Your Phonebook

Capture Online Leads with API Integrations

Activity & Task Management

Ask Dot to manage activities and tasks.

Create Events Individually & Jointly

Ask Dot to create events.

Define a To-Do List

Ask Dot to create tasks.

Set Reminders

Ask Dot to provide proactive nudges.

Modify & Delete Events, Tasks, Reminders

Ask Dot to manage tasks and events.

Managers can monitor team activities

Managers can ask Dot to show team activities.

Calendar View with Day, Week, Month & Upcoming Views

Link Events & Tasks with Leads

Dedicated Activity Management Dashboard

Capture Geo Location for Events

Content Management

Ask Dot to retrieve and share content.

Categorize and Tag Content

Ask Dot to categorize and tag content.

Easily Share Content Files with Clients

Ask Dot to share content with leads.

Dedicated Content Dashboard

Ask Dot to present a specific content piece.

Upload Videos, PPTs, PDFs, and Forms

Products Showcase Section

Sales Performance Management

Ask Dot to provide performance reports.

Establish Daily Sales Goals for Self & Team

Ask Dot to set duration-specific sales targets.

Filter Performance Data by Time Period & Team

Ask Dot to present filtered sales data.

Monitor Performance in Real Time

Ask Dot for real-time performance updates.

Track Commissions Earned by Date Range

Ask Dot to present commissions data by date.

Dedicated Performance Management Dashboard

Rewards and Recognition Communications

Ask Dot to run sales contests

Create Sales Contests

Ask Dot to create sales contests.

Define Eligibility, Win Criteria, and Rewards

Ask Dot to set contest parameters.

Track and Monitor Contest Progress

Ask Dot to present the progress of contests.

Establish Themed Clubs with Rules

Ask Dot to suggest and create themed clubs.

Access Contest Dashboard

Separate Card for Each Contest

Group and View Contests by Categories

Participate in and Exit Clubs

Agent Onboarding

Ask Dot to talk to and onboard agents.

Add and Modify Recruitment Leads

Ask Dot to create, manage recruitment leads.

Manage & Supervise Recruitment Activities

Ask Dot to manage and show data on activities.

Onboard Agents with Online Forms and Document Upload

Ask Dot to onboard candidates.

Monitor Agent Training Schedule and License Status

Ask Dot to share agent training updates.

Show and Distribute Content to Candidates

Ask Dot to share content with candidates.

Get Daily Reports

Ask Dot for custom reports.

Customer Onboarding

Ask Dot to assist with customer onboarding.

Generate & Share Tailored Quotes Instantly

Ask Dot to create and share customized quotes.

Upload Documents

Ask Dot to work with clients for doc upload.

Document OCR

Ask Dot to conduct OCR/extraction.

Quality Check for Data & Documents

Ask Dot to quality check data and docs.

Share & Generate Payment Links via Email/SMS

Ask Dot to generate and share payment links.

Generate Proposal PDF with Details of Benefits

Have Dot create and share proposal files.

Know the TAT for Each Application Stage

Ask Dot to present and analyze TAT data.

Search for a Single Application

Have Dot retrieve details on applications.

100% Digitized Application Form

Configure Rules & Stages For All Your Forms

Payment Gateway Integration For Online Payment

Dashboard To View All Applications

Customers, Renewal & Upselling Management

Ask Dot to handle renewals and upselling.

Assign Customers to Relationship Managers

Have Dot assign clients to RMs.

Directly Call Customers via App

Ask Dot to reach out to customers.

Search Clients by Name, Contact, Renewal Date

Have Dot retrieve specific client data

Track Active Customers and Upcoming Renewals

Ask Dot about upcoming renewals.

Schedule Events/Tasks for Customers

Ask Dot to schedule events and tasks.

Add Upcoming Renewals as Leads

Ask Dot to add renewable clients as leads.

Intelligent Product Recommendations For Cross-Selling & Up-Selling

Ask Dot to recommend add-ons for upselling.

Bulk Upload Customer Details

My Customers' Dashboard for Reps

Detailed View for Each Customer

User and Business Structure Management

Ask Dot to manage user and structure settings.

Retrieve Consolidated Reports

Ask Dot to generate and share reports.

Dispatch Notifications to User Groups

Ask Dot to dispatch notifications to groups.

Add/Modify/Delete Users

Configure User Access Control

Upload Content/Data across Modules

Assign Users to Business Structure

Specify Geographical Zones

Administer Content

Define Business Structure: Designations and Hierarchy

Dynamic Notifications

Ask Dot to send notifications.

Rule-based Notifications for Users

Alerts Per Role, Designation, and Hierarchy

SMS, Email, and Push Alerts

Admin can Broadcast Messages to All Users

Reasons to Implement Salesdrive for Agency

Image representing salesdrive elements:
1. Opportunities.
2. Lead card.
3. Successfully lead onboarding.

Shorten your Sales Cycle

Effortlessly Manage Sales Funnel

Get 100% Sales Ops Visibility

Single App for All Sales Functions

Enhance Human Productivity

Customizable and Configurable

90% Straight-Through Process

Robust Data Security and Privacy

Seamless Data Flow & Third-Party Integrations

No-code Changes for Business Team Agility

How Salesdrive for Agency Helps Different Positions

We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.

Shashank Chapekar

Chief Distribution Officer, Manipal Cigna Health Insurance

We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.

Anup Seth

Chief Retail Officer, Edelweiss Tokio Life Insurance (ETLI)