Insurance Advisor Dashboard – Track Sales & Incentives in Real-Time

<h2>Video Transcript – Insurance Advisor Dashboard</h2>

<p>In this video, we’ll walk you through a demo of Incentivate, our flagship no-code platform designed to automate incentive programs for insurance organizations with complete transparency and motivation for sales teams.</p>

<p><strong>[00:03]</strong> Incentivate Solutions has been providing sales performance management platforms and customized solutions for over a decade.</p>

<p><strong>[00:19]</strong> What you’re seeing on the screen right now is <em>Incentivate</em>, our flagship product that comes with no-code and zero compromise when it comes to automating your incentive programs.</p>

<p><strong>[00:33]</strong> Over the last few quarters, we’ve increasingly spoken with many insurance organizations, and we’re already working with a few. What we’ve identified is that insurers have realized the need for a solution that automates the entire incentive program—especially for salespeople.</p>

<p><strong>[00:54]</strong> This helps solve issues related to transparency and motivation.</p>

<p><strong>[01:05]</strong> When an Insurance Advisor logs into Incentivate, this is what they see: a complete 30,000-foot view of their incentives, the different components contributing to it, total earnings, number of policies sold, premium amounts, activated policies, and other analysis like performance benchmarks and comparisons with the top 10 peers in the organization.</p>

<p><strong>[01:38]</strong> They also receive key insights that help in planning activities and maximizing earning potential.</p>

<p><strong>[01:51]</strong> The beauty is that these insights are delivered directly on their phone via text message, WhatsApp, or any preferred communication channel.</p>

<p><strong>[02:06]</strong> Scrolling further, advisors can access visualizations that make performance data easier to understand. They can view leaderboards to track their standing among peers.</p>

<p><strong>[02:19]</strong> The incentive summary provides a breakdown of earnings—like ₹22,500 coming from four components. By clicking, advisors can see the criteria, thresholds, and achievements behind each component.</p>

<p><strong>[02:37]</strong> Through <em>My Mix</em>, they get insights into the attribution of products they are selling.</p>

<p><strong>[02:46]</strong> Additionally, if they have a query, they can raise it directly within the platform. Once submitted, it goes to their manager, who can accept, approve, or reject it. Based on the manager’s actions, the incentive is recalculated instantly.</p>

<p><strong>[03:09]</strong> Advisors also get access to <em>Income Predictor</em>, a powerful tool for field salespeople, especially on mobile.</p>

<p><strong>[03:23]</strong> For example, Raj can enter the premium he expects to achieve across products. As he enters data, Incentivate calculates incentives on the fly, showing exactly how much he is projected to earn.</p>

<p><strong>[03:48]</strong> He can also update other dimensions, such as the number of agents recruited, to see the impact on earnings.</p>

<p><strong>[03:59]</strong> This is a short demo of how Incentivate can help your sales team.</p>

<p><strong>[04:05]</strong> If you’d like a detailed version of how this can transform your organization’s incentive programs, please reach out to us using the contact information in the description box.</p>

<p><strong>[04:18]</strong> Thank you for watching this demo of Incentivate Aurox. To explore more tutorials and deep-dive demos, visit our complete library of training and product videos in the Video Hub.</p>