Salesdrive Banca

Unlock Bancassurance Success: Maximize Sales, Control & Engagement

Modules

Daily Business Tracking

Ask Dot to give sales updates.

Daily Sales Commitment vs Achievement

Ask Dot to set and review sales targets.

Self-Input Capability for Users

Use Dot to input sales performance data.

Downloadable Reports

Ask Dot to share custom reports.

Input Reminders/Notifications for Users (Collection & Commitment)

Hierarchical Data Aggregation

Mapped Branches Tracking

Ask Dot to share data on specific branches.

Viewable Sales KPIs & Engagement Metrics of each Mapped Branch

Ask Dot to share branch-specific data.

Intuitive Display of User-Mapped Bank Branches

Hierarchical Data Aggregation

Performance Management

Ask Dot to share performance reports.

Team Performance Analysis by Managers

Ask Dot to analyse sales performance.

Intuitive Display of Sales and Engagement Data

User-Centric Performance Management

Hierarchical Data Aggregation

Activity Management

Ask Dot to create and manage events and tasks.

Activity (Call/Visits/Online) Creation/Summarization/Communication

Ask Dot to create and manage activities.

Engagement Goals & Score for Insurers & Banks

Ask Dot to run engagement metrics.

Downloadable Activity Reports

Ask Dot for custom activity reports.

Lead Management

Ask Dot to manage leads.

Individual & Team Views for Managers

Ask Dot to share individual and team data.

Lead Journey Tracking

Ask Dot questions about a lead's journey.

New Business/Renewal/Cross-Sell Lead management

Ask Dot to manage leads.

Bulk/Manual Lead Upload & Allocation

Sales Guide

Ask Dot to present and share content.

Product Catalog with Shareable Media Files

Ask Dot to fetch and share content with clients.

Resource Centre for Internal Training, Comms. Media Consumption & Sharing

Ask Dot to retrieve training content.

Admin Module

Bank Branch Addition/Removal

Ask Dot to add or remove a bank branch.

Bank Branch-User Mapping

Ask Dot to perform map a user with a branch.

Hierarchy-Designation-Role Setup

Hierarchy-Region Mapping

User Management

Access Control for Features

Self-Use Capability (No Coding Skills Needed)

Reasons to Implement Salesdrive Banca

Better Sales Tracking

End-to-End Ops Visibility

Enhanced Engagement Management

Channel Expansion

Efficient, Agile Operations

Higher Revenue from Bancassurance Channel

Deepened Long-Term Engagement with Partner Banks

Continuous Performance Improvement

Highly-Scalable; High Performance

Compliance Facilitation

How Our Customers Are Growing Using Our Products

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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