OvalLite

Renewal Dues - In this, we have shown Orbit Renewal Base to SM. This will help SM to close renewals for the customer by Calling, SMS or Email.

Supervisors can observe the activities of sales managers and overall data.

Agent Portfolio: Details of entire agent portfolio along with agent level performance tracking. Business Performance: Summary of all key performance metrics - with achievement and targets. Pragati Report: Details of all engagement related metrics - meetings, coverage, trainings and triggers. Recruitment Report: Summary of agent recruitment along with end to end funnel tracking. Centralized Leads Management: Complete tracking and management of external leads (Tele calling leads etc.). Centralized Triggers: Intelligent nudges to help maximize business.

LMS: Oval lite LMS provides view only access for LMS users like channel admin to check data and overall summary of Business. Includes features such as search lead and view lead dashboard. BOT: BOT Oval Lite - (BOT), helps you to give Answers to all your Insurance related queries. You can type or speak your Query, BOT will revert according to Answer it has. You can also get your GWP, Policy & Inward details by entering. GWP, POLICY NO,MOBILE NO & INW NO You are able to view details which are belongs to you. Transacting Agent Profile :Introduce Transacting Agent Profile, to get details of Operating Agent on the run. Validates, Approval or Reject Operating Agent profiles through App Claims Severity: Added New feature for claim users. This will help to analyze claims severity details.