A Lead Management System for Life Insurance Advisors & Unit Managers

This indicates the number of Agents being monitored by him

This is the Landing Page that the Unit Manager will see when he

Logs in

Ticker of Top X leads being followed by his team. The information indicates the name of the lead, premium expected from him and the name of

the advisor. A click on the Lead name opens the lead activity page. A click on the advisor opens

the advisor fact sheet page

This widget gives a breakup of the leads in pipeline at different stages. At each stage you get an indication

of no. of leads at that stage, the regular premium expected and the single premium expected. The

stages are hyperlinked and a click on them will drill down to detailed information of leads in the

respective stage

The stages are configurable and can be changed to align to the customer’s requirement.

Ranking List of Agents – based on no. of leads in pipeline or regular premium expected or single

premium expected

Appointment commitments of the agents with their leads in the next X days.

The icon on the rightmost column indicates the type of appointment – tele-call or personal meeting. Also hovering the

mouse-pointer over the icon shows the details of the appointment

Inactive Advisors are analyzed on following basis:1.Those who have not reported any activity since the last X days2.Those who may be reporting but have not closed any business since the last X days

Leads closed with rejection in last X days. Indicates the number and value rejected at

different stages. Very useful for the manager to analyze the capabilities of his team. For e.g. high number of rejections at Plan Presentation stage indicates weakness of his team in pitching the

product benefits to the customer.

Actual list of rejections that have happened in the last X days. The manager can examine the

activities done by the advisor and then maybe try to salvage the case by participating himself.

Typical Page when any lead is clicked on the home page of the Unit Manager

Typical Page when any advisor link is clicked on the home page of the Unit Manager

Indicates his ranking in the team based on the no. of leads in pipeline as well as value of the leads.

Professional Index 11.54% means that he has reported activities only for approximately 3-4 days in the month. So from system point of view he is contributing only so

much time for the life insurance business.

Funnel Watch of the advisor gives a very interesting picture to the unit manager. A thumb rule for any good sales person is that his prospects funnel should always be sufficiently full. This widget indicates:1.how many leads the advisor had in the beginning of the month2.How many leads got freshly added in the month3.How many leads exited from the funnel – whether successfully or through rejections.4.What is the closing balance of active leadsA closing balance which is less than opening balance is not a healthy sign.

This widget gives the information of all the business closed by the advisor in the last X days. You get a breakup of Single versus Regular premium and Traditional versus ULIP premium

Who are the Top 10 active leads of this advisor and what stage they

have reached.

Reports generated for

Unit Managers

A list of all activities done by his team on a particular day. Important for the UM to

assess the productivity of his team

Status Report of all the Active Leads in pipeline with different advisors in the team.

Can filter this report for specific advisors only.

Consolidated view of funnel position of each advisor in his team. The concept of funnel was

discussed in the earlier slide.

A view of all the appointments scheduled for the given period. The UM can use this report to discuss and advise the meeting strategies

with the advisors to ensure that they are successful.

A fairly detailed view of Leads in Pipeline of various advisors. For each advisor you get the

ratio of prospective business at different stage. From this illustration you can see that maximum business prospecting has reached

upto Plan Presentation stage.

List of all business closed by the advisors in a given period. You get the data in terms of no. of leads closed as well as regular / single premium

received in Traditional or ULIP category.

A detailed analysis of business rejected by leads in a given period. This report also highlights the

reason for rejection. The UM can study the trend and strategize suitable skill training of his team

Advisor Login

Landing Home Page for the advisor after he logs in.

New lead data entry page

Typical Lead Activity entry page

Format when the “Status after Activity” is CLOSED

Format when the “Status after Activity” is REJECTED