Salesdrive B2C

Empowering Customers, Building Loyalty

Modules

Pre-Sales

Dot gives quotes and aids in product research.

Product Showcase

Dot can help with product evaluations.

Targeted Product Promotion Banners

Dot can send automated nudges and content.

Online Quote Generation

Clients can ask Dot for tailored quotes.

Automated Underwriting

Underwriting Referral for Sub-Standard Risks

Guest Login Lead Generation for Sales Teams

Point-of-Sales

Dot can assist clients during POS.

Multiple Payment Options

Dot can assist clients during the process.

Policy Issuance

Dot can assist clients during the process.

Post-Sale

Dot can assist clients with servicing, claims, etc.

Service Requests Management

Clients can ask Dot to log service requests.

Claims

Clients can ask Dot to file a claim and assist.

Document Management

Clients can use Dot for uploading docs.

Policy Servicing

Clients can ask Dot for endorsements/changes.

Renewals

Clients can ask Dot to renew their policy.

Cross-Selling & Up-Selling

Dot can recommend products to clients.

Admin

Real-Time Status and Transaction Tracking

User-Friendly Dashboard

Instant Push Notifications

Integration and Compatibility

Integration with Existing Policy Administration Systems

Compatibility with All Major Communication Channels

Country-Specific Payment Gateways

Existing Policy Enrollment for Self-Servicing

User Experience and Design

Automated Workflow Management

Advanced Security Features

Responsive and Adaptive Design

Intuitive Admin Panel

Reasons to Implement Salesdrive B2C

Elevated Customer Experience

Broadened Sales Geographic Reach

Strengthened Brand Loyalty

Reduced Admin Burden & Cost Savings

Enhanced Policy Management Accessibility

Accelerated Policy Issuance

Enhanced Claims Experience

Accessible Customer Support

Hassle-Free Policy Renewal

Improved Data Insights and Analytics

How Salesdrive B2B 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)

Choose Your Industry

Find out how we empower top insurance and financial firms across India and APAC to transform their sales function through innovative digitalization!

Insurance

Lending

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