Every customer meeting
For insurers and lenders whose field advisors sit in customers' homes and shops, where the explanation has to be right the first time.
One visit,
start to finish
From Sunita in Kolhapur to the head of distribution in Pune, in nine stages.
- 01In the field
The morning brief
Sunita, Field Advisor, opens Amplus over tea: today's visits, and what Ramesh said last time.
- 02In the field
The visit is stamped
Sunita walks in, and the visit is stamped with a street address, a time and a name.
- 03In the field
One tap, and the meeting is on record
One tap, and the meeting is on record in Marathi and English.
- 04In the field
The objection, and the answer
Ramesh objects, and Pitch Assist suggests the product, the scheme and the answer from the company's own catalog.
- 05In the field
The notes write themselves
Before Sunita reaches the bike, the notes, the checklist and the follow-ups are written for him.
- The same meeting, minutes later06Regional office
Minutes later, in English, with a score
At the regional office the same meeting is a transcript, Sunita and Ramesh separated, in the language they spoke.
- 07Regional office
The manager reads the meeting, not the report
Nitin, Branch Manager, Kolhapur, reads the notes, the checklist items that were missed and the follow-ups.
- The same meeting, at head office08Head office
What the field heard this week
In Pune, the Head of Distribution sees every conversation from every territory, rolled up by product, region and rep.
- 09Head office
From the counter to R&D, without a meeting
Exclusions were skipped in nine percent of meetings, and compliance knows before an audit does.
