Clap for this post0 Ensuring Every Insurance Field Visit Captures Complete Customer Information In insurance sales, the field visit is where everything begins. It is the moment when advisors understand customer needs, explain policies, and collect the information required to move forward. Yet, many insurers struggle with one recurring issue: applications that come back incomplete... Safna Ali June 4, 2026 · 5 min read
Preventing Customer Journey Delays by Acting Instantly on Field Inputs Customer journeys depend on momentum. Every interaction, document submission, approval, and follow-up contributes to how smoothly a customer progresses... Safna Ali May 30, 2026 · 4 min read
Giving Managers Early Signals When Field Activity Isn’t Converting In the NBFC field operations, activity often looks healthy on the surface. Visits are happening, calls are logged, updates are flowing... Safna Ali May 20, 2026 · 6 min read
Reducing Lapsed Policies by Tracking Renewal Readiness in Real Time In insurance, customer acquisition often receives significant attention. However, long-term profitability depends just as... Safna Ali May 9, 2026 · 5 min read
Identifying High-Performing Field Behaviours Using Mobile Execution Data NBFC field sales success has always depended on people, how they approach customers, how they... Safna Ali May 5, 2026 · 7 min read
Making Sales Teams Operate in Sync with Real-Time Field Signals In many sales organizations, teams work hard but are not always aligned. While field... Safna Ali April 29, 2026 · 5 min read
Driving Better Field Performance with AI-Based Skill Gap Analysis Field teams are the backbone of NBFC growth. However, even with strong products and... Safna Ali April 24, 2026 · 5 min read
Preventing Policy Renewal Misses with Automated Agent Alerts In insurance, growth does not come only from new businesses. It comes from retention. Yet... Safna Ali April 17, 2026 · 4 min read
Ensuring Field Effort Is Spent Only on High-Probability Opportunities NBFC field teams are among the hardest-working functions in lending. Every day is filled... Safna Ali April 10, 2026 · 6 min read
Forecasting Loan Outcomes from What Happens in the Field For most NBFCs, loan forecasting still happens late in the cycle. Numbers are reviewed... Safna Ali April 6, 2026 · 6 min read
