Autohanger is India’s one of the leading franchise partners of Mercedes-Benz.
Along with selling Luxury cars, one of the divisions of Autohanger, i.e. AHI Insurance Broker Pvt. Ltd. also looks after selling insurance to customers.
AHI has partnered with different policy providers to provide their customers with a variety of policies to choose from.
Along with selling the insurance to customers who have bought vehicles from their outlets, a separate team also looks after selling the insurance to outside customers.
They had been managing the entire process of pitching the insurance policy to customers, to issuing the policy for customers through Excel.
AHI faced some major challenges while handling this process through excel; let’s look at their challenges.
What were the major reasons for leads getting dead?
In such situations, it gets difficult for a manager to measure the productivity of individual agents.
Insurance selling involves two perspectives, the discount part on the customer side and the commission part on the policy provider side.
For giving a discount to any customer above a certain percentage, the agent had to take approval from a senior person as it directly impacts the commission received from that deal. This approval was done manually, and it involved a lot of paperwork.
A delay in approval could result in losing a deal. And hence the process needed some changes.
Each Agent had their own separate excel sheet for managing the entire process. This means the customer data was not centralized at one location.
Since the data was not centralized, it was challenging for the renewal team to keep track of renewals.
Also, having data in an excel file was not secure. The data can be easily replicated and shared.
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