PLICL Sales Management
Dedicated sales force automation system managing leads, complex tiered commissions, and territory mapping for thousands of agents.
Client
Postal Life Insurance Company (PLICL)
Industry
Life Insurance Sales Force
Year
2025
Services
4 disciplines
The Challenge
PLICL's sales force—thousands of agents—had no centralized system to track leads, applications, commissions, or territory performance. Reporting was manual and delayed. Commission payout disputes were weekly occurrences, and agent retention was poor due to invisible career progression.
Our Solution
We built a dedicated sales force automation system for insurance agents: lead management, application tracking, commission calculation, and territory management. The system provides real-time visibility into every metric that matters.
Our Approach
We designed a commission engine that handles first year, renewal, and override commissions by product and tier. The territory mapping analytics engine assigns agents to geographical zones and tracks population coverage. Background jobs handle commission calculations overnight for next-day availability.
The Impact
New policy sales increased 25% within 6 months through better lead management. Commission payout disputes reduced by 90% with transparent calculation. Agent retention improved 20% with visible career progression. Sales reporting time dropped from weeks to real-time dashboards.
Measurable Results
+25%
New Policy Sales
-90%
Commission Disputes
+20%
Agent Retention
Weeks → Real-time
Reporting Time
Key Features
Agent onboarding: registration, training completion, license tracking
Lead management: leads assigned to agents, follow-up tracking, conversion status
Insurance application: step-by-step data entry, document upload, underwriting status
Commission engine: first year, renewal, override commissions by product and tier
Performance dashboard: rank, targets vs. achieved, top products
Territory management: geographical zones, agent mapping, population coverage
Services
Tech Stack
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