Ensure Greater Conversion Rates with a Powerful Mobility Sales Platform

‘Distribution Management’ solution, powered by SellWell, an innovative mobile platform, from iNube, to introduce efficiencies in the sales process

Overview

SellWell, is designed to extend the reach of the insurance intermediaries and reduce the time taken from the first interaction to quote generation and policy issuance. This solution caters to both P&C and Life Insurance segments.
SellWell comes up intuitive tools for salesforce to manage their daily activities efficiently, at the same time, providing sales managers a holistic view of the performance of their teams.

SellWell solution consists of a web portal and a native mobile application

1. SellWell Web Portal
• Exclusive access for Management, Underwriters and Operations Team
• Workflow to assign leads leads to specific salesforce teams
• Dashboard view for insurance products and salesforce performance
• Product wise or area wise funnel view of statistics

2. SellWell Mobile Application
Authorized login for salesforce members
Access assigned cases and update information
Qualify leads and track follow ups/appointments
Demonstrate product information

Features

Explore SellWell’s distinctive set of features that helps in delivering value in terms of sales growth and enhances conversion rates

Manage Prospects and Leads – Manage your contacts and enhance engagement with custom communications. Set appointments and calendar reminders

Manage Sales Activities – View product dashboards. Assign leads to sales executives and derive valuable insights to enhance performance.

Manage Quotations Proposals – Gather enquiries and deliver presentations. Scan documents/capture images and generate proposals & quotes

Supports Multiple Lines of Businesses (LOBs) including Life, Marine, Motor, Health and Travel

API Driven Microservices Based Architecture

Core Building Blocks – A Modular Approach

Learn more on how SellWell addresses all the major insurance functional areas through a structured approach, with a modular setup of its core building blocks

  • Users & Hierarchy Management

    Create users/sub users, assign privileges and organization hierarchy

  • Lead Management

    Plan your activities, track and manage prospects & leads and receive notifications

  • Digital Notes Management

    Sales users can make/modify notes for every sales visit and set alerts for upcoming visits

  • Knowledge Center

    Extensive sales support by providing insightful marketing collaterals

  • Dashboards

    View valuable business information through dashboards and reports

  • Calendar Management

    Capture appointments and trigger calendar alerts on schedule of appointments

  • Commissions & Incentives Management

    Track achievements and view commission statements

  • Service Requests

    Create complaints and track compliant status

Value Proposition

  • Achieve Operational Excellence

    Guided sales process and controls across sales value chain ensures operational excellence. Manage on-field team and track performance

  • Improve Sales Productivity

    Ensure client & opportunity prioritization, leverage efficient sales administration with enhanced cross-sell and up-sell capabilities

  • Increase Revenues

    Reduce costs by going digital. Enhance reach and gain access to rural markets by channelizing your processes in both offline and online work modes

  • New Client Acquisition

    Drive new business with enhanced conversion rates and onboard new customers with quick policy issuance

  • Be Eco-friendly

    Help the environment by enabling end to end paperless process for policy issuance

Related Solutions

Digital Sales & Underwriting for P&C Intermediaries

Enable P&C insurance intermediaries to manage and digitize the sales and underwriting lifecycle efficiently Know More

Digital Sales & Underwriting for Life Insurance Intermediaries

Enable life insurance intermediaries to manage the elaborate sales process in Life Insurance & Annuity Know More

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