Insurance Module | Lead Management + CRE Target Assignment + Policy Tracking | Dealer ERP Demo

🛡️ Insurance Module is a complete insurance lead management system designed to manage the full lifecycle of insurance leads from creation to final closure. This module ensures transparency, accountability, and structured workflow for CRE teams with real-time monitoring and performance tracking.

Leads can be created through manual entry or import facility, then assigned to Customer Relationship Executives (CREs) with monthly targets. CREs can manage the lead process by updating remarks, tracking payments, attaching policy documents, and closing leads through the delivery section.

The module also provides a dedicated Manager View, dashboards, and reports to monitor lead performance and operational efficiency.

✅ Key Features of Insurance Module:

✔ Lead creation (Manual entry + Import facility)
✔ Monthly target assignment to CRE
✔ Lead reassignment between CREs
✔ Remark updates for customer interaction tracking
✔ Payment tracking and status updates
✔ Policy document upload and attachment
✔ Delivery section for final closure
✔ Manager view for monitoring performance
✔ Real-time dashboards and reports
✔ Complete lead lifecycle tracking and transparency

🔄 Workflow Covered in This Video:

1️⃣ Insurance lead creation
2️⃣ Lead import / manual entry
3️⃣ CRE target assignment (monthly)
4️⃣ Lead reassignment process
5️⃣ CRE remark updates and follow-ups
6️⃣ Payment tracking and policy upload
7️⃣ Delivery closure process
8️⃣ Manager view monitoring
9️⃣ Dashboards and reports

This module is ideal for dealerships and insurance teams who want better tracking, faster closure, and improved insurance conversion performance.

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Видео Insurance Module | Lead Management + CRE Target Assignment + Policy Tracking | Dealer ERP Demo канала AUTOVYN