Clap for this post0 Preventing Policy Renewal Misses with Automated Agent Alerts In insurance, growth does not come only from new businesses. It comes from retention. Yet many insurers lose revenue quietly through policy renewal misses, not because customers want to leave, but because follow-ups happen too late or not at all. Renewals are predictable. Expiry dates... 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 with visits, follow-ups, documentation checks,... 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 after logins, after sanctions, or... 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
Closing Loans Faster by Eliminating Post-Visit Signing Delays In NBFC lending, many loans slow down at the very last step, not because of... Safna Ali March 12, 2026 · 6 min read
Keeping Loan Files Moving by Auto-Advancing Stages from the Field In NBFC operations, loan files rarely get stuck because teams stop working. They get... Safna Ali March 9, 2026 · 6 min read
Reducing Approval Delays by Triggering Backend Actions from Field Updates In NBFC loan operations, approval delays rarely come from a lack of intent or... Safna Ali March 6, 2026 · 6 min read
