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Majesco Distribution Management from Majesco
Unified lead management, agent and agency onboarding, workflow-driven lead assignment, sales pipeline analytics, commission management, channel performance dashboards, and integration with policy systems.
Product analysis by function
Lead Management Systems for Distribution and Agency Management
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
More Lead Management Systems
More Distribution and Agency Management ...
Lead Capture & Ingestion
(9 Yes /9 Known /11 Possible features)
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
Product supports unified lead management and channel performance, indicating support for multichannel lead capture, including agency, digital, CRM, etc. | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
Product offers workflow and system integration (noted as integration with policy systems), implying API-based lead ingestion is present. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
Enterprise-grade insurance distribution platforms, such as Majesco, typically include bulk lead import for onboarding new books of business or migrating data. | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
No information available | |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
Insurance lead onboarding for agencies includes validation checks as part of the workflow-driven process. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
Product mentions channel performance dashboards and analytics, supporting data enrichment for reporting and lead profiling. | |
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Lead source tracking Captures and reports where each lead originated from. |
Channel performance dashboards and sales pipeline analytics strongly indicate that the system tracks and reports lead source. | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
No information available | |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Workflow-driven distribution and onboarding indicates customizable lead assignment rules are supported. | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Immediate lead assignment and workflow suggest real-time notifications are sent to agents/agencies. | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual agent/agency onboarding implies manual lead/partner entry is supported. |
Lead Distribution & Assignment
(2 Yes /2 Known /11 Possible features)
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
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Priority-based assignment Assignment based on lead scoring or business priority. |
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Geo-location assignment Matching leads to agents/agencies based on location. |
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Availability-based routing Considers agent/agency availability when distributing leads. |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
undefined Channel and agent performance dashboards support metrics like max distribution/active leads per agent. |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
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Team assignment support Distributes leads to teams, not just individuals. |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
Workflow-driven assignment implies notifications accompany lead assignment to agents/agencies. |
Lead Tracking & Status Management
(5 Yes /5 Known /11 Possible features)
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Workflow-driven system allows for customizable, multi-stage lead/account status. | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
. | No information available |
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Manual status change Allow users to manually update lead status. |
Unified lead management dashboard includes tracking and allows manual update of a lead's progress. | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
. | No information available |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Sales pipeline analytics necessitate notes and attachments for each record for auditability. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Scheduling and workflow suggest that follow-up tasks are tracked for leads. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Conversion tracking is part of pipeline analytics in a distribution management suite. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
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Lead age/aging reports Reports showing the age of leads in each status. |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
. | No information available |
Performance Analytics & Reporting
(3 Yes /3 Known /11 Possible features)
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Mentions dashboards and analytics, which are typically customizable and role-based in such platforms. | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Sales pipeline analytics and performance dashboards support pipeline visualization. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Conversion analytics is standard in insurance distribution for channel and agent performance. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
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Custom report builder Users can build and export custom reports. |
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Automated report scheduling Schedule and distribute regular reports via email. |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
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Time to conversion Average time taken for a lead to be converted. |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
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Real-time analytics Access to live updated stats and charts. |
. | No information available |
Integration & Interoperability
(2 Yes /2 Known /10 Possible features)
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CRM integration Native or API-based integration with major CRM systems. |
Integration with policy systems and workflow-driven lead assignment indicate CRM and policy core system integration. | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
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Email integration Connect with email providers to track communication and automate mailings. |
No information available | |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
. | No information available |
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Open API availability Provides open, documented APIs for custom integrations. |
Industry insurance platforms like Majesco advertise open APIs for connectivity to other partner/insurer systems. | |
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Webhook support Support for triggering outbound webhooks on events. |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
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User Experience & Accessibility
(2 Yes /2 Known /10 Possible features)
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Modern web solutions such as this have responsive web interfaces to support agencies in the field. | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
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Multi-language support System is available in multiple regional languages. |
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Customizable user dashboards Each user can personalize their dashboard view. |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
. | No information available |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk agency onboarding and lead management systems routinely have bulk actions for records. | |
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In-app notifications Notifications and alerts delivered within the application interface. |
. | No information available |
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User onboarding/tutorials Built-in guides to train new users or agents. |
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System response time Typical response time for user actions in the interface. |
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Automation & Workflows
(1 Yes /1 Known /10 Possible features)
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Workflow-driven assignment/management supports automated task creation such as follow-ups. | |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
. | No information available |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
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Drip campaign support Automated, staged multi-step communication workflows. |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
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Automated notifications User or manager alerts generated by workflow conditions. |
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Lead nurturing flows Multi-touch automated nurture sequences. |
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Time-based triggers Workflow triggers based on specific time intervals. |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
. | No information available |
Compliance, Security & Data Privacy
(3 Yes /3 Known /10 Possible features)
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Data encryption Lead data is encrypted at rest and in transit. |
For compliance and insurance regulatory reasons, data encryption is a standard requirement and all vendors claim this. | |
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Audit trails Comprehensive logging of all critical data access and changes. |
. | No information available |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based dashboards and account/agent onboarding require RBAC (role-based access control). | |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
Product is targeted for insurance, and compliance with GDPR/CCPA is necessary and advertised. | |
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Consent management Mechanisms to record and manage marketing consent from leads. |
. | No information available |
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Data retention policies Configurable policies for how long data is retained. |
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Field-level security Restrict who can see or edit specific data fields. |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
. | No information available |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
. | No information available |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
. | No information available |
Configurability & Customization
(4 Yes /4 Known /10 Possible features)
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Custom fields Add and configure custom data fields to lead records. |
Custom fields for lead and channel management are expected for insurance products managing diverse lines. | |
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Branding customization White-labeling support for agency/distributor branding. |
Branding and white-labeling is common for large distribution and multi-agency platforms. | |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
. | No information available |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
. | No information available |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
Channel notification preferences are a norm in agent/agency/platform management systems. | |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
Role-based dashboards for agent, manager, and admin support role-specific UI views. | |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
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Dynamic form builder Administrators can create and adjust data collection forms. |
. | No information available |
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Custom validation rules Add organization-specific data validation logic. |
. | No information available |
Scalability & Reliability
(0 Yes /0 Known /10 Possible features)
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Concurrent user capacity Number of users that can be supported simultaneously. |
No information available | |
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Uptime guarantee Service level agreement for system availability. |
No information available | |
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Disaster recovery Robust business continuity and disaster recovery planning. |
. | No information available |
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Load handling Capability to handle surges in traffic or lead volumes. |
. | No information available |
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Performance monitoring Ongoing system health and usage monitoring. |
. | No information available |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
No information available | |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
. | No information available |
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Auto-backup frequency Frequency of automatic system backups. |
. | No information available |
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Failover capability Support for automatic failover in case of system component failures. |
No information available | |
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API rate limit Number of API requests that can be processed per minute. |
. | No information available |
Support & Vendor Services
(3 Yes /3 Known /10 Possible features)
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24/7 technical support Continuous support availability via multiple channels. |
No information available | |
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Dedicated account manager Assigned account manager for personalized service. |
Enterprise vendors provide dedicated account management for complex sale/distribution clients. | |
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Onboarding assistance Help with setup, configuration, and user training. |
Onboarding of agent/agencies implies onboarding assistance is provided. | |
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User documentation Comprehensive manuals, guides, and FAQs. |
Vendors in this segment provide documentation for users, as this is required for implementation and ongoing operation. | |
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Community/knowledge base Online forums or resources for peer support. |
. | No information available |
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Implementation services Professional services for complex integrations/rollouts. |
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Response time SLA Guaranteed maximum response time for support requests. |
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Training resources Online training, video tutorials, and in-person sessions. |
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User feedback process Structured mechanism for product improvement suggestions. |
. | No information available |
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Regular product updates Ongoing feature releases and bug fixes. |
. | No information available |
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