Boost Insurance sales with Compass

1
Choose the Game Template
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Make life of the insurance salesperson fun, challenging, and feel like a game

  • Choose from interesting game templates that fits their day-to-day life like milestones, counter, race, bingo etc.
  • Games make it visually appealing for users to play and check for updates.
  • Configured with behavioral nudges, pushes the salesperson to go that extra mile to perform.
2
Simplify publishing commission plans and contests
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Pick variables and functions from the library and design game rules you desire

  • Configure game rules with a workflow and formulae of your choice.
  • Choose to give scores, points, cash, badges or certificates as rewards.
  • Get insights from past games to make game rules smarter.
  • Run long-term commission plans, Special Incentive Scheme and team-based contests.
3
Configure visuals for user-levels -
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Display individual and team level performances

  • Managers and leaders can view their team performances on a visual scoreboard.
  • Create a sense of healthy competition between team managers with leaderboards.
  • Give access controls to managers to publish custom contest for teams to uplift their performances.
4
Live Scores & Leaderboards

Publish performance scorecards at a macro and granular level with a click of a button

  • Display live performance metrics like targets, achievements, commissions earned, opportunities, and more.
  • Broadcast leaderboards for healthy competition and benchmarking.
  • Auto-publish winners in group feeds and celebrate the achievements.
5
Nudge-based coaching

Auto-coach people with behavioral and performance-based nudges

  • Push notifications on targets, achievements, social feeds, announcements etc.
  • Timely interventions with behavioral nudges based on competition, planning of targets, or maximizing earnings.
  • Send out tips on objection handling, product information, market insights etc.
6
Automate Payments

Ontime and transparent payments without errors, boost motivation.

  • Choose from one-click payment options like bank transfers or gift cards.
  • Option to populate payment-files. Output can be used for manual payments or via outgoing payment APIs.
  • Audit-trails and calculation log-files available for analysis.
  • Option to override commission calculations.
7
Communication made easy

Group feature enables Insurance sales team to socialize, collaborate, and stay informed

  • Make region-based groups for social feeds.
  • Make groups for instant company-wide announcements.
  • Make groups for maintaining document repositories like product-info, policies know-how, contests & offers, video collaterals etc.
  • Configure group-settings like permission to post, tagging, reactions, and joining of the group.
8
AI-enabled Personal & Boardroom Analytics

Software learns from user-behaviors and helps to make your commission program smarter

  • Configure Widgets for salespeople like earning trends, leaderboard filters, earning calculator etc.
  • Configure Widgets for boardroom like macro-business analysis, region-wise performance etc.
  • Insights and Suggestions based on past commission programs like benchmarking of insurance targets, optimizing the commission structure etc.
  • Business simulation based on revenues, commission budgeting, commission structure, etc. (coming soon)

Seamless integrations with your favorite software

Save 100% of your data-compilation, sanitization, and processing efforts

  • Choose between manual data-upload or integrations via webhooks, APIs, SDKs, or Google Drive.
  • Data structure agnostic system accepts raw-data and allows defining gate-keepers that sanitize the data.
  • Build your own library of dynamic variables/KPIs like Weighted premium, No. of policies, Persistency, Claim ratio, etc.
  • Grow your library anytime as per your business needs.
See all integrations

Business Impact of Compass

Across Insurance sales channels

40

%

Improvement in

Insurance close rates

100

%

Reduction in

Commission processing efforts and time

90

%

Improvement in

Communication efficiency

15

%

Savings in

Budgeted commission payments

For Insurance Advisors / Agents

300

%

Increase in

Agent activity Rate

200

%

Increased referrals

Boost trust with your brand

Direct Sales & Bancassurance Teams

20

%

Reduction in

Attrition rates

24

%

Improvement in

Sales productivity

Insurance contact center

24

%

Improvement in

Contact center productivity

50

%

Increase in

customer satisfaction

Choose the best fit deployment mode to accelerate implementation

Select a workflow that best provides a superior user-experience

  • Launch Compass as an independent App.
  • Integrate Compass with existing insurance DMS/Sales App via SSO. Provide a soft redirection link within the existing App.
  • Deploy within your existing Insurance DMS App using Compass SDKs (limited features).

Insurance Case Study

Top insurance provider increases agent activity by 300% with Compass incentive gamification.

Full Case study

Loved by Some of Your Favourite Brands

No one accomplishes anything alone. We are very grateful to our partners, clients, and collaborators who are helping us along the way.

Be thorough to make it through- #FocuswithClearGoals

“Xoxoday Compass helped in increasing the happiness quotient of our salespeople resulting in better productivity and therefore the ROI that we as a company get on the product is significant. Digitization of rewards and instant gratification are critical as far as the sales department is concerned and Xoxoday Compass is catering the same.”
Mayank Agarwala
Business Analyst, Team Empuls