Sales Team Management
With clear hierarchical structures and task allocation functions, managers can easily monitor team performance, handle personnel management, and conduct assessments to ensure the team operates efficiently.
Insurance Company Sales Management System
Yiliang Tech's “Insurance Company Sales Management System” is a comprehensive solution tailored for insurance companies to efficiently manage their sales teams, agents, and various distribution channels.
System Features
Policy Lifecycle Management
The system supports full policy lifecycle management, from underwriting to claims, including policy issuance, inquiries, underwriting, and renewals. All processes are automated, ensuring quick responses to customer needs while reducing the complexity of manual tasks.
Order Management
The order management module allows customers and insurance companies to track order statuses in real-time. Customers can view the progress of policy issuance, payment completion, and service updates, while insurance companies can manage all online orders, enhancing operational precision.
Sales Planning and Target Management
Managers can set annual, quarterly, or monthly sales targets and create detailed sales plans based on market conditions. They can monitor sales progress in real-time and adjust plans as needed to ensure sales targets are achieved effectively.
Commission and Incentive Management
The system offers flexible commission management tools, allowing for customized configuration of various commission models and rules. It automatically calculates and distributes commissions, ensuring fast and accurate settlements while motivating sales personnel to boost performance.
Data-Driven Performance Analytics
With a built-in data analysis module, managers can monitor the performance of sales teams in real-time. Detailed performance reports, sales trend analyses, and commission reports provide insights that enable data-driven decision-making. Reports can be categorized by channel, project, or team for more precise insights.
System Advantages
All-in-One Management Platform
Integrates all sales management aspects into one platform, simplifying operations and increasing efficiency.
Flexible Commission and Incentive Customization
Provides a variety of commission rules and incentive models, allowing companies to create flexible strategies that drive high-performance sales teams.
End-to-End Automation
Automates every key step, from sales planning to policy management and commission settlement, reducing manual errors and speeding up processing.
Powerful Data Analytics
Data-driven reports and analyses help managers gain real-time visibility into sales teams’ performance, improving decision-making and business strategies.