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Pre-Sales Tool Mobile App For B2C Salespersons and Sales Agents

Technology Overview

Our technology is a pre-sales tool for one of the largest insurance agency in Singapore, and it is used by more than 88% of their agents.

This solution may be customised for other industry sectors as well.

Users from the insurance sector observe that their agents who use our pre-sales tool actually realized > 30% more commission than their colleagues who did not make our technology part of their sales process.

Technology Features & Specifications

  1. Full offline functionality
  2. Salespersons and agents can create customized presentations within our app
  3. Repository of all product brochures
  4. Customized product finder for products in any industry, mainly Insurance and Property
  5. Tracking and analytics of salesperson or agent usage and productivity
  6. News and notifications
  7. Instantly push down latest copy of product literature and brochure to all salespersons or agents
  8. Intelligent recommendations and search

Potential Applications

  • Insurance
  • Property
  • Car sales
  • And more, as long as it involves B2C sales

Customer Benefits

We found success with clients in the Insurance sector. One of our clients observe that their agents who use our pre-sales tool actually realized > 30% more commission than their colleagues who did not make our tool part of their sales process.

  • Increased revenue
  • Increased productivity and sales
  • Centralized repository of all sales materials and brochures 
  • Modern and sleek look and feel

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