Insurance

Rising competition in the insurance business has made it imperative for insurers to reduce cost of acquiring new customers, reducing the cost of inspections while maintaining the highest quality in delivering services to customers. operational costs while maintaining working efficiency.


Location intelligence in insurance helps to add value to insurance operations such as inspection, sales, service, underwriting and advisory. Dista field force management for insurance helps insurers to manage leads, speed up operations, expand their reach and provide top class service.

Segments

Life insurance

Third party administrators

General insurance – health, motor / vehicle, home, travel, property, fire etc


Insurance agents, advisors, adjustors, underwriters

Benefits – location intelligence in insurance

Sell more

Increase conversions with higher field sales productivity of insurance sales rep

Engage Better

Delight your customers with seamless onboarding, underwriting and faster claims

Service faster

Cut down on-site inspection times with smart app based adjustor workflows

Operate cheaper

Cut down operational costs with auto scheduling and smart routing

Want to digitalize your field operations for insurance sales, service and claims?

Offerings – location intelligence in insurance

Insurance sales: Improve advisor scheduling with real-time visibility

  • Automatically distribute leads to the right sales rep with lead management

  • Simplify scheduling of field meetings with customers and advisors

  • Give your teams a single view of clients and advisors to optimize appointments and suggest cross sell opportunities

  • Get insights to measure prospect activity and recommend actions

Insurance sales
Insurance inspection

Insurance inspection: Make on-site claims adjusting faster and easier

  • Manage your onsite inspection services on one consolidated, mobile-first platform to deliver faster response times and smarter dispatching

  • Capture critical field information for inspections, insurance appraisals, or claims processing, and sync up once you are online

  • Connect your claims department directly to your repairs process and speed up your work

Insurance underwriting: Improve field underwriting with productivity-boosting tools

  • Equip your field underwriters with powerful tools to manage their day - call clients, set appointments, and deliver onsite assessments

  • Give your field underwriters easy step-by-step needs assessments and real-time access to your firm's knowledge base to determine whether your clients qualify for loans and insurance plans

  • Get a comprehensive view of clients with complete visibility into onsite visits

Insurance underwriting
Bancassurance

Bancassurance: Arrangement allowing the insurance company to sell to a bank's client base

  • Acquisition and lead management- reduce lead leakage, minimize paperwork and convert more

  • Cross sell management - streamline collaborative selling between bank relationship managers & field agents

  • Partner Enablement - Keep track of partner networks with activity management, location intelligence & coaching insights to partner sales managers

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