The Complete Field Service Management Solution for Insurance Businesses

Insurance companies in many of their operations, depend heavily on their field force of policy agents. For people who need insurance and also for people renewing their policies, a field force is a great idea for those customers who prefer doorstep service. It is used extensively for direct sales of insurance policies.

  • Selling Policies– Policy agents are always on the lookout to sell policies to customers of all ages. Thus, tracking the field teams for efficient route coverage is widely followed across the industry.
  • Managing Leads – As a manager of a field force of policy agents, you need to identify and manage lead locations, schedule client visits, manage routes and expenses.
insurance

Features

GEO-I offers you the right field force management features that matter to your business

Sell

Sell your products easily and monitor with our order management tool & invoice your customers instantly.

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schedule

Schedule Fos Visits

Schedule visits between customers & FOS conveniently. Get your field staff to pre-arrange visit times & locations with customers and get work done efficiently.

Manage Expenses

Categorize, manage & record all the on route expenses for your reps.

manage-expenses

And everything else that you need to maximize your field force management

TRACK YOUR REPS

A smart, intuitive interface that shows the location of your reps, beat plans & routes visited.

MANAGE FoS TASKS

Create customized tasks for each visit with our comprehensive task builder & view their status & responses.

UPLOAD & SHARE CONTENT

Upload & share photographs, files and other resources for customer tasks & training.

VIEW ROUTES

Use our detailed map interface to help your field staff with visual directions to the required destination.

UPLOAD LOCATIONS

Bulk upload the location data for those customers who need to be visited on a daily basis.

RECORD LEAVES & ATTENDANCE

Manage and record leaves & attendance information for your reps.