Clap for this post0 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 much on retention. One of the biggest threats to retention is the silent growth of lapsed policies, policies that expire simply because renewal conversations did not happen... Safna Ali May 9, 2026 · 5 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 reps meet prospects, managers review... 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 clear targets, inconsistent field performance... 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
Delivering Smoother Loan Journeys by Eliminating In-Visit Confusion In the NBFC field sales, confusion rarely announces itself loudly. It shows up quietly during the visit, when a... Safna Ali March 30, 2026 · 6 min read
Aligning Sales Effort with Business Priorities Using Intelligent Task Flows NBFC sales teams rarely lack effort. Field executives spend their days juggling customer meetings,... Safna Ali March 23, 2026 · 6 min read
Spotting Underperforming Territories Using Live Field Execution Data In the NBFC field sales, territory performance often looks clear on paper. Targets are assigned, teams... Safna Ali March 19, 2026 · 5 min read
Eliminating Incomplete Visits with Real-Time Field Completion Checks In NBFC field operations, a few issues create as much hidden inefficiency as incomplete field visits.... Safna Ali March 17, 2026 · 5 min read
