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SAM - General


4.0 ( 320 ratings )
ビジネス ファイナンス
開発者 Graymatter
無料

GrayMatter Software is a leading software company specialized into Business Intelligence, Big Data & Data Science. GrayMatter has developed end-to-end analytics solution for insurance companies which covers Sales & Distribution, Marketing, Claim, Underwriting, Operation, Actuarial & Reinsurance. For Sales & Distribution channel, GrayMatter has developed mobile apps; SAM - General to track field sales activities of Agents, Unit Managers & Agency Managers of life insurance companies.

SAM - General is a complete lead management solutions for the sales team. The graphical user interface (GUI) of SAM - General is built on cutting edge technology which is highly intuitive and provide ease of navigation to users.

SAM - General app allows the users to create a new lead, modify existing leads, schedule a meeting in the calendar, change the status, follow up reminders, proposal/quotation submission, proposal logins & renewal collections. SAM - General also provides performance dashboards with month to date (MTD) & year to date (YTD) performance on key parameters. SAM - General users can also track their sales contest/ competition eligibility and qualification against the contest parameter and get the update of their performance on a daily basis. Moreover, SAM - General users can also download the product brochures and calculate Sum Assured (SA) eligibility and medical test requirements for their customer with click-of-a-button on mobile apps.