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Achieve Insurance Sales Excellence Across All Channels

Salesdrive is an AI-powered sales management platform that helps insurance companies accelerate conversions, maximize sales channels, and grow revenue efficiently.

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Trusted by Leading Brands

Trusted by Leading Financial Services Companies

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We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.
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Shashank Chapekar
Chief Distribution Officer, Manipal Cigna Health Insurance
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Why Choose Salesdrive?

End-to-End, Centralized Sales Management
End-to-End, Centralized Sales Management

Equip every employee—whether in sales, claims, or service—with customized dashboards that show only the apps they need.

Distribution Channel Maximization
Distribution Channel Maximization

Maximize productivity across agents, brokers, Bancassurance partners, aggregators, and direct sales.

Fully Customizable to Your Needs
Fully Customizable to Your Needs

Tailor Salesdrive to your product lines and processes with easy integration into existing tech systems—a feature generic CRMs can't offer.

Flexible & Scalable
Flexible & Scalable

Our modular, plug-and-play design lets you pay only for what you need and scale effortlessly.

Quick and Easy Setup
Quick and Easy Setup

Get started quickly with out-of-the-box features, simple configurations, and easy data uploads.

Anytime, Anywhere Access
Anytime, Anywhere Access

Work from any device—mobile or desktop, Android or iOS—ensuring corporate and field teams are always connected.

Explore Salesdrive’s Power-Packed Modules

Lead Management

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.

Lead Management
Agent Onboarding

Agent Onboarding

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.

Customer Onboarding

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.

Customer Onboarding
Sales Performance Management

Sales Performance Management

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.

Customer Self-Service Portal

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.

Customer Self-Service Portal
Policy Renewals

Policy Renewals

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.

Activity Management

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.

Activity Management
Sales Guide

Sales Guide

Centralize marketing and product content, ensuring salespersons access up-to-date, compliant resources to enhance customer interactions.

Salesdrive + DOT

Your AI-Powered Sales Growth Engine

Salesdrive + DOT:  DOT AI provides suggestions and aids tasks and decisions.

DOT AI provides suggestions and aids tasks and decisions.

DOT enhances your team’s efficiency and accuracy by acting as a powerful AI assistant:

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…

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DOT AI collects lead details on WhatsApp and LINE app for onboarding.

On autopilot, DOT can act independently, working within your operational SOPs.

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…

Why Work With Us?

Implementation
Implementation
Industry Expertise: Tailored solutions for insurance and finance challenges.
Agile Management: Clear timelines and proactive problem-solving.
Training & Adoption: Hands-on guidance for quick Recondrive adoption.
Delivery
Delivery
Fast Deployment: Pre-configured templates enable quicker implementation.
Flexible Deployment: Cloud, on-premises, or mobile options.
Scalable Pricing: Pay per user, per month.
Extended Support
Extended Support
Ongoing Innovation: Continuous feature development and optimisation.
Swift Changes: Agile support for workflow and integration updates.
Proactive Support: Issue resolution and performance enhancements.

Drive Unmatched Growth with Our Enterprise-Grade Sales Management Solution

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