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1、Unlocking GrowthPotential for IndianInsurance AgentsTackling Pain Points andEnhancing ProductivityMantra ResearchAuthored by102Research Methodology03Executive Summary04Introduction07Lack of Proper LeadManagement System09Inefficient CRM Solutions11Pain points12Existing Solutions14Super App Concept20C

2、ase Study22Conclusion23ReferencesTABLE OF CONTENTS2Surveying 347 insurance agents across different segments ofthe Indian insurance industry.Conducting 20+in-depth interviews with senior levelexecutives of various insurance companies.Asking questions related to lead management,customerrelationship ma

3、nagement,and policy servicing pain points,and the need for a comprehensive solution.Analyzing industry reports,studies,and surveys tounderstand the existing pain points and solutions.Studying competitors products and services.Researching the latest technological advancements in theinsurance industry

4、.The research was a combination of primary and secondaryresearch methods to gain insights into the challenges faced byinsurance agents in the Indian insurance industry.Primary Research:Secondary Research:Based on the findings of our primary and secondary research,weidentified and categorized the pai

5、n points faced by insuranceagents in the Indian insurance industry.These included a lack ofproper lead management systems,poor CRM solutions,and theneed for a centralized database of customer information tostreamline customer data management and increaseproductivity.Through extensive analysis and di

6、scussion internally,weproposed a comprehensive super app solution that would caterto the end-to-end requirements of insurance agents,addressingthe identified pain points and providing an enhanced userexperience.Research Methodology3Lack of Proper Lead Management SystemNo CRM PlatformSuper app for al