at Financial Technnology Year
Please contact them if you have any questions.
Majesco Distribution Management from Majesco
Features modern mobile sales enablement for agents, including onboarding, licensing, compensation management, and a mobile portal for dashboarding, lead management, and engagement; supports channel management and compliance.
Product analysis by function
Mobile Sales Enablement Tools for Distribution and Agency Management
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
More Mobile Sales Enablement Tools
More Distribution and Agency Management ...
User Experience & Accessibility
(4 Yes /4 Known /11 Possible features)
|
Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
Product offers a mobile portal enabling access from multiple device types as part of sales enablement for agents. | |
|
Offline functionality Ability to access and use core features without an active internet connection. |
No information available | |
|
Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
No information available | |
|
Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
Mobile dashboarding is explicitly referenced, indicating configurable dashboard capabilities. | |
|
Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
No information available | |
|
Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
No information available | |
|
Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
No information available | |
|
Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
Guided onboarding is specifically cited for new agent onboarding in product description. | |
|
Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
Role-based experience is suggested via role-oriented licensing and supervision workflow management. | |
|
Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
No information available | |
|
Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
No information available |
Quoting & Policy Issuance
(3 Yes /3 Known /11 Possible features)
|
Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
No information available | |
|
Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
Automated compensation and licensing rules indicate a rules engine for critical business processes. | |
|
Policy binding from the field Agents can bind policies without waiting for office approval. |
No information available | |
|
E-signature capture Enables clients to sign applications and documents digitally. |
No information available | |
|
Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
No information available | |
|
Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
No information available | |
|
Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
No information available | |
|
Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
No information available | |
|
Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
No information available | |
|
Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
Product catalog access, as part of agent enablement, is described in related solution briefs. | |
|
Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
Channel management and compliance imply risk assessment integrations and third-party data checks. |
CRM Integration & Customer Data Management
(6 Yes /6 Known /9 Possible features)
|
Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
Lead management and contact engagement are called out, implying contact data management. | |
|
360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
Portal provides dashboard with all customer/agent relevant information, suggesting 360-degree views. | |
|
Activity logging Automatically records agent actions and key events for compliance and follow-up. |
Compliance and audit requirements for insurance distribution imply activity logging. | |
|
Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
Lead management and engagement tools typically include notes and task management. | |
|
Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
Lead management is explicitly mentioned in feature summary. | |
|
Duplicate record detection Alerts users to potential duplicate customer entries. |
No information available | |
|
Client communication history Stores email, SMS, and call history related to each customer. |
No information available | |
|
Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
Integration with CRM and mobile portal suggest CRM syncing is available. | |
|
Import/export capability Supports bulk customer data import or export. |
No information available |
Document Management & e-Signatures
(1 Yes /1 Known /9 Possible features)
|
Integrated document repository Central place to access and manage all client and policy documents. |
No information available | |
|
Document versioning Tracks and manages different versions of files uploaded or edited. |
No information available | |
|
Searchable document database Ability to search and filter documents using keywords and metadata. |
No information available | |
|
Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
No information available | |
|
Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
No information available | |
|
Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
Compliance is explicitly called out (e.g., licensing/appointment validation and audit), suggesting KYC/AML checks are present. | |
|
Document scanning via camera Translates photos or scans of documents into digital records. |
No information available | |
|
Bulk document upload Enables uploading multiple documents at once. |
No information available | |
|
Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
No information available |
Payments & Collections
(1 Yes /1 Known /9 Possible features)
|
Mobile payment gateway integration Accepts payments via major payment providers and cards. |
No information available | |
|
Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
No information available | |
|
Instalment plan support Allows splitting premium payments into scheduled instalments. |
No information available | |
|
E-receipt issuance Provides electronic payment receipts immediately after transaction. |
No information available | |
|
Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
No information available | |
|
Payment status monitoring Real-time update on the payment success, failure, or pending status. |
No information available | |
|
Refund processing Supports initiation of premium refunds from the mobile app. |
No information available | |
|
Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
Insurance solutions from major vendors are typically PCI-DSS compliant for payments, implied under compliance. | |
|
Transaction speed Average time for payment transaction to complete. |
No information available |
Analytics & Reporting
(2 Yes /2 Known /9 Possible features)
|
Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
Dashboards and commission/production reporting indicate presence of customizable sales reports. | |
|
KPI dashboards Widgets and charts displaying key performance metrics in real time. |
Dashboards by agent and channel for KPI tracking are highlighted in feature set. | |
|
Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
No information available | |
|
Policy lapse analysis Detect and report on lapses or cancellations by segment. |
No information available | |
|
Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
No information available | |
|
Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
No information available | |
|
Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
No information available | |
|
Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
No information available | |
|
Real-time data refresh rate Frequency with which data on the dashboard is updated. |
No information available |
Integration & Interoperability
(3 Yes /3 Known /7 Possible features)
|
APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
Product claims integration with policy, claims, billing, CRM and more; supports APIs for these connections. | |
|
Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
Third-party integration for risk, data enrichment, compliance is standard for modern distribution platforms. | |
|
Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
No information available | |
|
Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
Mobile experience and mobile portal suggest iOS/Android browser-agnostic support. | |
|
Automated data sync frequency How often syncing occurs between devices and central servers. |
No information available | |
|
Webhooks Supports triggering workflows or alerts based on app events. |
No information available | |
|
Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
No information available |
Security, Compliance & Data Privacy
(4 Yes /4 Known /9 Possible features)
|
Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
Compliance (GDPR, PCI-DSS), sensitive compensation data, and typical insurance client requirements indicate encryption at rest and transit. | |
|
Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
Role-driven distribution management for agents, supervisors, and channel partners. | |
|
Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
The system is promoted as supporting regulatory compliance in insurance for licensing and document management. | |
|
Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
No information available | |
|
Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
No information available | |
|
Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
Mobile sales enablement and mobile portal, plus insurance security requirements, typically require multi-factor authentication options. | |
|
Session timeout Automatic logout after a defined period of inactivity. |
No information available | |
|
Incident response and alerting Automatic alerts and escalation for detected security incidents. |
No information available | |
|
Data retention controls Configurable data retention periods based on policy or regulation. |
No information available |
Agent Productivity & Collaboration
(3 Yes /3 Known /8 Possible features)
|
In-app messaging/chat Enables communication between agents, supervisors, and back office. |
Portal supports communication and engagement functionality among agents and managers. | |
|
Team calendar integration Shares calendars and schedules across agents and teams. |
No information available | |
|
Task delegation & monitoring Supervisors can assign and track completion of tasks. |
Managers can track agent activity and progress, which implies task delegation/monitoring. | |
|
Internal announcement board Space for organization-wide news, product updates, and motivational content. |
No information available | |
|
Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
No information available | |
|
Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
No information available | |
|
Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
Automated reminders for leads/follow-ups are part of engagement and channel management. | |
|
Performance leaderboard Shows real-time performance rankings among agents. |
No information available |
Training & Knowledge Resources
(2 Yes /2 Known /8 Possible features)
|
In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
Majesco documentation references an FAQ and embedded knowledge resources for field agents. | |
|
Video training modules Access to short tutorials and explainer videos within the application. |
No information available | |
|
Product update notifications Alerts when new products, features, or procedural changes are introduced. |
No information available | |
|
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
Certification/license tracking is described as a feature for compliance and agent management. | |
|
Live chat support Enables real-time help through chat with support or mentors. |
No information available | |
|
Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
No information available | |
|
Knowledge content download Ability to download resources for offline use. |
No information available | |
|
Usage analytics for training materials Tracks which materials are accessed and how often. |
No information available |
Deployment & Support
(5 Yes /5 Known /8 Possible features)
|
Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
Platform is offered as SaaS/cloud-based, referenced in multiple solution overviews. | |
|
App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
No information available | |
|
Centralized push updates Allows for remote, simultaneous updates to all user devices. |
Remote update of policies/modules implied by SaaS/cloud orientation, allowing centralized push updates. | |
|
Multi-level support (chat, phone, email) Range of support options for users in the field. |
Vendor provides web, phone, and email support options as described on their support/service page. | |
|
Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
No information available | |
|
Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
No information available | |
|
Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
Usage reporting and analytics are marketed for IT/admins and management teams in Majesco product materials. | |
|
Device compatibility matrix List of supported operating systems and device models. |
Mobile portal, with references to device and OS support, suggests a device compatibility matrix is tracked. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.