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Multi-partner tie up in a single login

Consistent experience and ease of handling due to multi partner tie up in a single login, thereby avoiding too many apps and too many logins in a multi-partner setup.

Co Learning

Upskilling your team with digital training and certification programs organised by the brands you represent.

Co Sales and Reconciliation

Equipping your team with powerful selling tools and enabling them to exchange orders with insurers

Co Marketing and Partner Programs

Driving through-channel integrated multi-touch marketing campaigns and partner programs

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In-depth training with certification tracks

In-depth training combined into comprehensive assessment certification tracks to boost understanding of the product / service and its sales conversion.

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Interactive sales playbook

A scalable and repeatable sales framework with step-by-step guidance that can be used at the moment of sales action to deliver with impact.

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Internal communications and virtual assistant

Internal communications online through notifications/live chat and virtual assistant for resolving queries and need analysis.

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Event calendar for maximizing productivity

Event calendar enabling creation / updation of tasks and tracking of meetings with partners, customers, prospects, and colleagues.

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Efficient tracking and conversion of leads

Unified prospect-book for efficiently capturing, qualifying, ranking leads and real-time analytics of complete lead conversion process.

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Formalized deal registration process

Formalized deal registration process enabling translation of customer requirements into quotations, multi-partner quote comparison and exchange of orders with your partners.

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Reconciliation of performance and earnings

Personalized dashboards for staff as well as managers to keep an eye on targets, monitor progress along the organizational hierarchy and get visibility into earnings.

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