End the Complexity
Start Simplifying Insurance Sales
Top mobile insurance sales platform for managers to intermediaries. Streamlines every step, from planning to analysis. Ideal for agencies, direct sales, Bancassurance & agents.
Renewal Automation
Lead Management
Partner Management
Sales Activity
Collaboration
Productivity
Bridging the Gap in Direct and Indirect Insurance Sales
Elevate your sales with integrated digital tools, harmonizing data, workflows, and user experiences throughout the sales journey. Deliver unmatched sales productivity while boosting your operational efficiency.
Intelligent Policy Renewal and Lead Management
Each renewal and request is routed to the most efficient method to maximize speed and coverage.
Sales Orchestration
Automate outbound with auto dial & rule
Zero Lead Leakage
Capture from any source and distribute automatically
Streamlines agency processes & offer immediate access to client data.
Empower sales reps and agents with a unified digital platform to handle recruitment, customer queries, and communications, boosting productivity.
- Partner Management
- Joint activities
- Campaigns & Goals
- Contest & Rewards
- Broadcast & Training
Personalise Sales Activities & Goal Objectives
Toolyt lets you offer real-time initiatives to sales managers or agents, tailoring goals and rewards to inspire motivation.
50%
additional data and insights into sales processes
New Policy Sales
Gather and rank leads, automate responses, and ensure no opportunity is missed.
Renewals
Make renewals easier, and take your agency to the next level with automation.
Upsell / Cross Sell
Opportunities to upsell & cross-sell policies can be created by leveraging the data.
Partner Management
Enable agents and sales leaders to close more deals together on the go.
Accelerate customer onboarding with forms & e-KYC verification
Integrated, Plug andn Play mobile Platform sales leaders and agents for accelerated customer acquisition
Build flow with No code
OCR, KYC, AML Screening, ID verification etc.,
Reduce TAT
Decrease response time by prioritizing each task.
Data to drive intelligent decisions and Actionable insights
Craft and launch sophisticated mobile friendly reports in minutes using Toolyt's integrated BI tool.
Recommendations
Ensure your best customers are contacted frequently.
Insights & Reports
Customer portfolio coverage and performance reports.
Industry experience matters
We know your top-of-mind issues.
Meet Mr.Byju, our Chief of Insurance Tech
Ex-Chief Technology Officer (Future Generali India Life Insurance Co)
Full time CTO, Life Insurance, Apr 2013 to 2023 - Reporting to India CEO and dotted line to Chief Transformation Officer of Generali International/Asia Regional Office.
Managed policy administration system, Complex integrations, build API infrastructure and Self-servicing process to deliver IT Strategic Plan year on year and modernised everchanging technology to leverage efficiency in operations with minimum budge
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