Banking and Insurance are the two sectors where the ability to bring services to customers wherever they are and wherever they want the benefits. Our Field Service Management application includes all the banking and insurance sector facilities to schedule and assign the workers works and providing communication between the end-to-end teams.

Scheduling Efficiency

The banking sector has different operation modes where your bank team moves to the client place for claiming on interest collections, EMI, loan management, asset transaction, mortgage. The bank manager can schedule the work for the bank employee by using the FSM application.

Insurance Claiming

Insurance can be added and claimed only from the client’s place. So the insurance company will use this FSM application to schedule the workers for their work. If the employee needs to meet the client, the insurance company will schedule the task by providing the client’s address using the Field Service Management application.

Tracking Technologies

Once the employee accepts the task company scheduled, the employee will quickly find out the location by directing the route using the inbuilt GPS in the application—using the geofencing technology, the employee location by triggering the employee’s response’s portable drive.

Once your employee gets into the client site, they enable their location and provide the Field Service Management application’s attendance. The bank manager will note your presence in the field, and in case there is any emergency of taking leave, the employee can provide the status of the holiday where the bank manager can note it.

The ability to quickly capture and track the overall flow of revenue is critical. So the FSM application gives a dashboard of entering the employee’s expenses on day to day basis. Your employee in this service can have a cost of food, traveling charges, and fuel charges where the banking and insurance will settle them.

There is a dashboard for sharing the information with other employees in the company in the Field Service Management. Communication can happen in one-to-one or one-to-many communication anywhere at any time based on their convenience.

Dashboard to Communicate

In this dashboard, the banking and insurance company can be posted by the head or the admin. Leading roles or any employee achievement and schedule of meetings can be posted on this dashboard for a common forum.