Features
Everything Your Field Teams Need to Stay Active and Your Customers Need to Stay Engaged.
An agent engagement and customer nurturing platform that combines task management, content distribution, and automated follow-ups —
built for insurance carriers and financial institutions that operate through distributed field forces.
Task Management for Field Agents
Field leadership pushes tasks directly to agents — renewals to chase, content to share, customers to call. Agents see exactly what needs doing, filtered by status, sorted by priority. Pending, skipped, completed — everything visible, nothing lost in a group chat.
100%
Field-level task visibility
Personalised Content Distribution
Agents receive ready-to-share content — product explainers, seasonal campaigns, renewal reminders — and distribute it to customers directly through WhatsApp. Every share is tracked. Every open is logged. Your agents stop improvising and start sending what actually works.
Agent Health Scoring
Every agent gets a health score — Green, Amber, or Red — based on activity, content shared, and customer engagement. Field leadership sees who is active, who is slipping, and who needs intervention. No surveys. No check-in calls. The data tells you before anyone has to ask.
Automated Customer Nurturing Flows
Set up follow-up sequences once — renewal reminders, onboarding journeys, policy maturity nudges — and the system handles the cadence. Agents confirm and start a flow. Customers receive timely, relevant communication without anyone manually scheduling a single message.
Personalised Nudge Notifications
Field leadership sends targeted nudges to specific agents — "5 customers have renewals due this week" or "3 leads haven't been contacted in 10 days." The nudge arrives with context, not just a reminder. Agents know exactly what to do and why it matters right now.
Multi-Tier Visibility — Agent to FLS to Manager
Every layer of your hierarchy sees what it needs to see. Agents see their tasks. Field leadership sees their team's performance. Regional managers see adoption across geographies. One system, multiple views — no separate reports, no consolidation headaches.
Engagement & Conversion Analytics
Track what happens after the nudge — did the agent act, did the customer open, did the content convert? Every interaction is measured at the agent level, the content level, and the customer level. Your team sees the full chain from nudge to outcome.
📊
Task completion rates by agent & region
📍
Content open & click-through tracking
📈
Renewal follow-up conversion rates