Context
Sales agents often complained of spending hours transferring data they collect on the field to their office systems. In addition to this staying abreast with official notices, updating schedules, managing leads became a nightmare for them and essentially led to massive sales funnel inefficiencies.
Canvs worked with the Sales Management team at ABHI to set up a fully functional digital office that ran flawlessly on low-end android phones and tablet.
Team Dynamics
Multi Level User Management
Designing a system that allows multiple hierarchies to exist across various channels like BANCA, TPAs etc.
The need for a multi-level hierarchical system was to facilitate user management by Sales mangers and keep an eye on daily performances of his Salesforce.
Naturally, this also meant facilitating managers to manage the various roles a salesman can don and designate application features to them.
Policy generation on the run
Canvs processed all Insurance products that ABHI offered, compiled the offline paper forms that sales teams used and built a robust general application form that was mobile friendly, easy to use, logical and most importantly humane.
Canvs employed the Hub and Spoke model to simplify the form filling experience for the everyday salesman. Canvs broke down the entire form into a multi step process and built a hub around them.
Users could access any of the filling steps asynchronously at any point of time jumping between them as and when their personal pitches yield customer information.
Progressive disclosure of a multi-step process
Each step of the multi-part form often had subsets involved. That much information held within the area of a low-end android phone meant we needed to show information to a user as and when he needed it, and abstract information he did not.
An LMS with a timelines-based progress indicator
A critical part of the everyday processes of a salesman was to profile his leads and manage them according to priorities. This meant they need a system in place that allowed them to track the progress on leading on each of their leads.
We built a lead management module with built in templated snippets that added information to a Lead’s profile and created a timeline of progress against a user’s lead.
