Lead Generation & Management

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The Issue at Hand

Limited access to crucial customer data impedes agents' ability to close sales effectively

Agents need a list of curated, active leads that they can work on. Without this, they are spending time on stale leads that waste their time and cause other high-quality leads to be missed out.

Once an agent picks up a lead, they must spend further time to dig out background data such as prior interaction notes, existing policies, and claims, etc. Without this data, they would be severely limited in their effectiveness in closing a sale.

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Lead Generation & Management
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The Neutrinos Advantage

Agents can seamlessly source, curate, and manage leads with real-time updates

The Neutrinos Insurance Distribution Suite provides a full-fledged lead management capability that covers lead sourcing, curation, lead lifecycle management and more.

Leads can be sourced from CRM systems including Salesforce, or directly entered in the application. Updates are captured and distributed in real-time.

The system keeps track of lead freshness and raises timely interventions and escalations to prevent leads going stale.

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Prospect Interaction

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The Issue at Hand

Agents find it difficult to manage
prospect meetings and communication

Agents need to organize their calls and visits with prospects looking at the prospects’ availability, meeting preferences, their own calendars, etc.

For customers who prefer voice or video calls, the agents need to surf between devices to make the calls, and then manually update interaction status and notes in their records.

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Prospect Interaction
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The Neutrinos Advantage

Centralized scheduling helps agents keep prospects engaged

With Neutrinos, agents have scheduling, meeting and note-taking tools all organized in one place, at their fingertips.

No more missed meetings, scheduling goof-ups, or failing to meet on prospects’ preferred channels. And all prior notes are available right where the agent needs them.

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Agency Performance Management

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The Issue at Hand

Inefficient agency management using outdated methods and manual processes

Setting up and managing agencies can be complex. The insurance company administers the agent recruitment, onboarding, and offboarding, training, etc. Tracking these processes using emails, spreadsheets, and the like, is slow and error prone.

In addition, the agency setup, including commissions planning and tracking, performance monitoring at agency and agent level, and taking remedial actions where needed, are an additional set of complex administrative tasks.

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Agency Performance Management
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The Neutrinos Advantage

Transform agency operations with end-to-end agent management

With Neutrinos, setting up agencies and agent networks is a breeze. The solution takes care of agent recruitment, onboarding, training, and KPI monitoring, triggering automated actions based on KPIs.

Agents get access to all they need to be effective: learning and knowledge, product information and collaterals, dashboards to monitor own and peer performance, and gamification tools to encourage desired outcomes.

The result? 4X greater agent productivity and job satisfaction.

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