Tryo Smart Agent
A smart solution for Sales and Marketing agents to provide quotations, proposals, invoices of the products and services to their clients using a handheld device. This was a first of its kind solution initially used across Sri Lanka by 2500+ (insurance) sales agents and then by a larger employee base at a leading insurance company.
The application fully equips sales agents with relevant details and is powered by a rules engine in order to validate details captured at the point of proposal to issue policies.
In parallel, management can view sales agent’s performance in terms of generated quotations and policies.
Key Features
- Customer Requirement Analysis
- Quotation Generation
- Proposal processing
- Offline availability
- SMS and Email