Unify

Core Functionality:
🎯 Lead Management & Customer Onboarding
Lead Creation & Management: Create, track, and manage insurance leads with comprehensive personal and business details
Lead Deduplication: Automatic detection of existing leads to prevent duplicates
Lead Status Tracking: Hot, Warm, Cold lead categorization with follow-up management
Customer Onboarding: Complete digital onboarding process for new insurance customers
📋 Activity Management
Activity Creation: Schedule and manage customer meetings, calls, and follow-ups
Activity Tracking: Real-time status updates (Scheduled, Completed, Cancelled, Rescheduled)
Document Upload: Attach supporting documents (PDF, PNG, JPG) to activities
Check-in/Check-out: Location-based activity tracking for field agents
Activity History: Complete audit trail of customer interactions
🏦 Insurance Application Processing
Multi-step Application Forms: Dynamic form generation based on product types
KYC Processing: Multiple KYC flows (CKYC, EKYC, AIOCR) for customer verification
Document Management: Secure upload and management of customer documents
Medical Appointments: Schedule and manage medical examinations
Payment Processing: Multiple payment methods (UPI, Bank Transfer, Cheque, ECS)
💼 Product & Quote Management
Product Catalog: Comprehensive insurance product listings
Quote Generation: Instant quote generation for various insurance products
Suitability Assessment: Customer needs analysis and product recommendations
Premium Calculations: Built-in calculators for different insurance products
👥 Team & Branch Management
Role-based Access: Different functionalities for Agents, Branch Heads, Regional Heads
Branch Management: Multi-branch operations with branch-specific data
Team Hierarchy: Support for Agent → SP → LG → Branch Head structure
Lead Assignment: Reassign leads between team members
📊 Analytics & Reporting
Activity Reports: Detailed activity and productivity reports
Lead Conversion Tracking: Monitor lead-to-customer conversion rates
🔧 Technical Features
Offline Capability: Work offline with automatic sync when connected
Salesforce Integration: Real-time data synchronization with Salesforce CRM
Document Security: Encrypted document storage and transmission
Geo-tracking: Location-based services for field activities
Push Notifications: Real-time alerts and reminders
Target Users:
Insurance Agents: Field agents managing customer relationships
Branch Managers: Overseeing branch operations and team performance
Regional Heads: Managing multiple branches and territories
Back Office Staff: Processing applications and managing operations