06/01/2022
Comprehensive Sales Network
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In tandem with a stronger operations infrastructure, a streamlined sales force and marketing strategy can help you retain pre-existing customers and bring in new ones. ESKA General features comprehensive sales network management that enables you to clearly understand and adjust your sales channels for optimal effectiveness.
To facilitate effective supervision, ESKA General maintains a complete overview of your sales force and its details, from your business channels to the sales professionals that operate within them. To complement your in-house sales force, your sales management can extend to encompass your indirect sales venues, including brokers, external agents, and bancassurance channels. Any sales professional and their tasks can be adjusted or transferred as you need.
Regardless of their channel, all sales professionals can access the quotation builder through the agent portal, so they can quickly issue tailored insurance quotes and policies to their customers. The system also lets you comprehensively define how you offer commissions and bonuses to sales professionals while tracking their activities and expenses in-sync with ESKA Financial.
By administering your sales force with clarity and purpose, ESKA General enables you to realize a better-articulated sales strategy.
- Dynamically define your sales network to the n-level, from agencies to individuals.
- Seamlessly incorporate agents, brokers and bancassurance reps into your sales network.
- Configure commissions and bonus rates according to parameters you choose.
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Let your agents track their progress towards defined company objectives.
Measure agent achievements against sales targets with consideration for:
- Branch
- Business and product types
- Position
- Target type and amount (intended contributions or number of policies)
- Term
- Extend your sales reach to bank-affiliated customers with Bancassurance.
- Connect your sales professionals with key tasks using the agent portal.
- Integrate with ESKA CRM to augment your sales processes with the advantages of digital marketing.