Lead Management

With government’s impetus to financial inclusion and BFSI companies vision to reach out to more and more customers and to penetrate deeper, the approach taken is to appoint local grocery or medical shop owners termed as Connectors for Lead capturing. To keep the Connectors up to date with status of submitted Leads and for faster form processing, Nucsoft has come up with its Lead Management System.

  • Connector can see details of ALL Relationship Officers who have approached him
  • Cases pending against ROs and current status can be seen
  • Information from Backend / Underwritings Team can be easily passed to Connector
  • Connector can conveniently connect to RO and his Supervisor

  • Helps in faster form processing and keeps Connector updated with information
  • Helps in avoiding loss of customers due to dissatisfaction or unnecessary delay
  • Helps Management in tracking performance of Connectors and ROs