Salesdrive · The new way of insurance distribution

Insurance, sold the way it should be bought.

Advice-led, transparent and built to last. Salesdrive gives agency, bancassurance, direct and lending channels one way of selling — and Dot Agents work beside every seller, from the first conversation to the tenth renewal.

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The new way of insurance distribution

From selling policies to earning policyholders.

Distribution in India is moving towards advice, transparency and lasting relationships — the customer-first direction IRDAI has set for the industry. Salesdrive and Dot Agents are built for it.

The way it wasThe way it’s going
  • The product is pushed to the customerThe customer’s need sets the conversation
  • Success is the first-year premiumSuccess is a policy still in force years later
  • The seller is anonymousThe seller is known, trusted and accountable
  • Service starts when something goes wrongService starts on day one and never stops
  • Growth means more sellersGrowth means better-equipped sellers
01

Advice before the sale

Dot helps sellers understand the customer’s needs, recommend cover that fits, and keeps a record of the advice given.

02

One experience, every channel

Agents, bank staff and digital teams work the same transparent way — so the customer gets the same standard wherever they buy.

03

Relationships after the sale

Dot stays in touch at renewal, at life changes and at claims, so policies stay in force and customers come back.

04

A track record that travels

Every seller builds a visible record of good outcomes — ready for India’s emerging digital insurance infrastructure.

What it is

What is Salesdrive?

Salesdrive is an AI-powered sales automation platform designed to optimise your sales cycle management and enhance efficiency across multi-channel distribution networks.

What makes it unique is a customisable CRM built for financial institutions — banks, insurers and financial services companies — offering flexibility that generic CRMs lack.

As your centralised hub for lead management, sales automation and real-time performance analytics, Salesdrive gives you actionable insight to drive revenue and maximise productivity.

Inside the product

The screen your distribution team opens first

Leads, tasks, calendar and targets in one glanceable view — filtered by hierarchy, role and channel, with Dot surfacing what actually needs working today.

01 Distribute & Quote 02 Underwrite & Issue 04 Renew & Retain

Where Salesdrive sits in the lifecycle

Three of the biggest numbers in your book — quote turnaround, first-time-right issuance and persistency — all move on this one system. The Distribution Agent builds the quote inside the conversation, the Underwriting Agent turns the submission into a verified case docket, and the Persistency Agent works the renewal through to collection.

See the whole lifecycle
Modules

Twelve modules. One sales operating system.

Every module is agent-ready: the same action a rep takes in the UI can be asked of Dot in plain language.

Lead Management

Ask Dot to create, allocate and summarise leads.

  • Capture leads manually or bulk-upload via Excel
  • Sort, search and filter across the whole book
  • Allocate individually, in bulk, or by auto-allocation logic
  • Lead detail pages, status management and dashboards
  • See your team members’ leads
  • Phonebook sync and online lead capture via API

Activity & Task Management

Ask Dot to manage activities, tasks and proactive nudges.

  • Create events individually or jointly
  • To-do lists, reminders and proactive nudges
  • Calendar with day, week, month and upcoming views
  • Link events and tasks to leads
  • Managers monitor team activity
  • Geo-location capture for events

Content Management

Ask Dot to retrieve, categorise and share content with leads.

  • Upload videos, PPTs, PDFs and forms
  • Categorise and tag content
  • Share content files with clients in a click
  • Dedicated content dashboard
  • Products showcase section

Sales Performance Management

Ask Dot for real-time performance reports.

  • Daily sales goals for self and team
  • Filter performance data by period and team
  • Monitor performance in real time
  • Track commissions earned by date range
  • Dedicated performance management dashboard

Rewards & Recognition

Ask Dot to create and run sales contests.

  • Create contests with eligibility, win criteria and rewards
  • Track and monitor contest progress
  • Establish themed clubs with rules
  • Contest dashboard, grouped by category
  • Participate in and exit clubs

Agent Onboarding

Ask Dot to talk to and onboard agents.

  • Add and modify recruitment leads
  • Manage and supervise recruitment activity
  • Online forms with document upload
  • Monitor training schedule and licence status
  • Distribute content to candidates
  • Daily and custom reports

Customer Onboarding

Ask Dot to run onboarding end to end.

  • Generate and share tailored quotes instantly
  • Document upload with OCR extraction
  • Quality checks on data and documents
  • Payment links via email/SMS, gateway integrated
  • Proposal PDF with details of benefits
  • TAT for each application stage; 100% digitised forms

Customers, Renewals & Upselling

Ask Dot to handle renewals and recommend add-ons.

  • Assign customers to relationship managers
  • Call customers directly from the app
  • Intelligent cross-sell and up-sell recommendations
  • Track active customers and upcoming renewals
  • Add upcoming renewals as leads
  • Bulk upload and per-customer detail views

B2C Platform

Your customers talk to Dot directly.

  • Access to personal and policy details
  • Log and track service requests
  • Live chat support
  • Premium and benefit calculators
  • Online application, document upload and premium payment
  • Claim filing and a customer resource centre

Distribution Channel Management

Ask Dot to manage channels and structures.

  • Agency, broking, bancassurance and online channels
  • Roles, designations and hierarchies per channel
  • Specialised products for brokers and bancassurance
  • Define geographical zones
  • Download tailored reports

User & Business Structure

Ask Dot to manage users, access and structure.

  • Add, modify and delete users; configure access control
  • Assign users to the business structure
  • Retrieve consolidated reports
  • Dispatch notifications to user groups
  • Administer content across modules

Dynamic Notifications

Ask Dot to send the right nudge to the right group.

  • Rule-based notifications for users and customers
  • Alerts per role, designation and hierarchy
  • SMS, email and push alerts
  • Admin broadcast to all users
Why teams implement it

Reasons to implement Salesdrive

  • Accelerate your sales cycle with AI-powered automation
  • Manage the funnel with a customisable CRM
  • 100% sales operations visibility, in real time
  • A single integrated platform for all sales functions
  • AI-driven lead management
  • Configurable for financial institutions
  • 90% straight-through processing
  • Robust data security and privacy
  • Seamless third-party integrations
  • No-code changes for agile adaptability
In production

How our customers are growing with our products

We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform’s adoption by defining clear training and feedback loops.

Shashank ChapekarChief Distribution Officer, Manipal Cigna Health Insurance

We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.

Anup SethChief Retail Officer, Edelweiss Tokio Life Insurance
Salesdrive, answered

Common questions about Salesdrive

What is Salesdrive?

Salesdrive is an AI-powered insurance distribution platform built by iorta Technology Solutions in Mumbai. It gives agency, bancassurance, direct and lending channels one advice-led way of selling, on a CRM designed for insurers, banks and financial services companies, with DOT Agents working beside every seller.

Which distribution channels does Salesdrive support?

Salesdrive supports agency, bancassurance, direct and lending channels in one system. Leads, tasks, calendars, targets and performance can be filtered by hierarchy, role and channel, so every channel works to the same standard.

How does Salesdrive help sellers give the right advice?

The DOT Distribution Agent runs needs analysis with the seller, surfaces the right questions, recommends cover that fits the customer and builds a tailored quote inside the conversation. The advice given is recorded on the customer's file.

How does Salesdrive improve insurance persistency?

The DOT Persistency Agent predicts lapse risk from payment-pattern drift and behavioural signals weeks before the due date, sequences outreach by the channel that works for each policyholder, and issues collection links through to payment. On one November renewal book it surfaced 214 at-risk policies out of 1,482 due and opened outreach in under 15 minutes.

What modules does Salesdrive include?

Salesdrive has twelve modules, including lead management, activity and task management, content management, sales performance management, rewards and recognition, agent onboarding and customer onboarding. Every module is agent-ready: anything a seller can do in the interface can be asked of DOT in plain language.

Who uses Salesdrive?

Edelweiss Tokio Life Insurance uses Salesdrive to manage business opportunities and renewal collection across channels. The Salesdrive suite has processed more than one million records over the last six years.

Let’s connect

Start with one workflow.
Not a platform programme.

Book a 15‑minute call. We will tell you which of your workflows is worth an agent first — and which is not.

Corporate office

MIDC, Andheri East, Mumbai, India – 400069

Reach us

contact@iorta.in

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