Salesdrive is an AI-powered sales management platform that helps insurance companies accelerate conversions, maximize sales channels, and grow revenue efficiently.
Equip every employee—whether in sales, claims, or service—with customized dashboards that show only the apps they need.
Maximize productivity across agents, brokers, Bancassurance partners, aggregators, and direct sales.
Tailor Salesdrive to your product lines and processes with easy integration into existing tech systems—a feature generic CRMs can't offer.
Our modular, plug-and-play design lets you pay only for what you need and scale effortlessly.
Get started quickly with out-of-the-box features, simple configurations, and easy data uploads.
Work from any device—mobile or desktop, Android or iOS—ensuring corporate and field teams are always connected.
Streamline lead creation, scoring, prioritization, and allocation. Track lead progress with various status and data update options.
Automatically assign leads to salespersons for faster response times and lower lead leakage rates.
Grow your agent distribution network effortlessly.
From recruitment to licensing to becoming field-ready, this module digitizes the entire onboarding process, saving time and reducing costs while ensuring agents are ready to perform at their best.
Create a delightful onboarding experience that sets the tone for long-term customer relationships.
With digital KYC workflows, effortless data and document collection, automated quality checks, multiple payment options, and streamlined application management, you can ensure compliance, accuracy, and efficiency.
This module gives you the insights you need to stay ahead.
Monitor achievements across teams, regions, and sales channels with real-time analytics, enabling you to fine-tune strategies, motivate your teams, and maximize revenue.
Empower your customers to take control.
With a branded, easy-to-use portal available on web and mobile, leads and policyholders can browse your products, make applications, pay premiums, renew policies, and even log service requests effortlessly.
Boost policyholder retention with automated, personalized renewal reminders that engage them.
Empower your sales team with tailored cross-sell and upsell suggestions, helping them proactively offer value-added solutions with the highest closure chances.
Keep your salesforce organized and productive.
Streamlined task, calendar, and event tracking ensures every activity is accounted for, while team leaders can easily monitor and guide performance to maximize impact.
Centralize marketing and product content, ensuring salespersons access up-to-date, compliant resources to enhance customer interactions.
Your AI-Powered Sales Growth Engine
Lead Summarization and Scoring: DOT analyzes, summarizes, and scores leads to streamline management and prioritize high-potential opportunities.
AI-Driven Sales Recommendations: DOT provides sales reps deal-closing insights and managers data-driven strategies for regional sales growth.
Advanced Data Analysis: DOT ensures accurate, authentic, and complete application data while detecting fraud and streamlining onboarding.
And much more…
Lead Engagement: DOT nurtures leads on WhatsApp, handling objections and driving conversions automatically.
Customer & Agent Onboarding: DOT engages applicants to collect data, upload documents, and resolve queries.
Customer Self-Service Portal Integration: DOT integrates to answer queries, provide benefit illustrations, log requests, and handle claims.
Policyholder Retention: DOT sends renewal reminders, resolves queries, and facilitates payments to enhance policyholder retention.
And much more…
