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Features
Stay Ahead of the Curve with Actionable Data
Analyse your data with a plethora of standard reports available with this module
IRDAI Report
Generate standard reports required by regulators
Sales Report
Monitor the sales and policy management activities of your team
Commission Report
Monitor commissions revenue from policies sold
Lead Mgmt Report
Track leads through the sales funnel
Renewals Report
Keep a tab on successful and upcoming policy renewals
Partner Onboarding Report
Track your partner onboarding, training and certification process
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