Insurance Sales & Distribution Analytics

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Insurance Sales & Distribution Analytics 2018-05-15T07:50:01+00:00

Insurance Sales & Distribution Analytics

Problem Statement

  • To enhance sales planning & forecasting, channel management, channel productivity, campaign management, lead management, cross-sell/up-sell, agent recruitment, training effectiveness & sales contest management


  • GrayMatter’s Insurance Analytics (IA+) solution provides pre-built analytics for all insurance distribution channels as follows
    • Agency
    • Bancassurance
    • Broker
    • Corporate
    • Direct
    • Online sales channel
  • The solution includes industry specific data models, connectors, dashboards, reports and visualizations that deliver role based KPIs and insights
  • The solution caters to diverse audience ranging from C level to junior executives.
  • IA+ also provides advanced analysis for Up-Sell/ Cross Sell, Campaign management and Sales planning & forecasting.
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Value Proposition

  • Enhanced planning and execution for sales & distribution leading to elevated business growth

ROI (Business Case)

  • Significant Increase in topline
  • Enhanced channel productivity
  • Improved Sales Forecasting and Planning