04/03/2022
Comprehensive Sales Network
Empowered 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 Life features comprehensive sales network management that enables you to structure, monitor and compensate your entire sales network.
To facilitate effective supervision, ESKA Life 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 policy-creation tools and straightthrough processing (STP) capabilities through the agent portal, so they can quickly issue tailored insurance 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 and HR.
By administering your sales force – from fine-tuning commission rates, identifying your brightest talents, and expanding your most fruitful business channels – ESKA Life 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 any commissions and bonus calculation according to various product sales.
- Enable your agents to track their progress towards defined company objectives.
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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 policy-building and underwriting tasks using the agent portal.
- Equip your sales force and accelerate customer engagement with the ESKA Life Illustrator tool and mobile app.