Bankers OnTrack is an App that allows Bankers Life Insurance professionals to upskill themselves and improve their productivity and sales success ratios by:
- Managing and qualifying their leads
- Archiving notes of their communication with prospects
- Tracking their progress
- Staying updated with news and reminders
- Having access to a library of training and sales material
== Features ==
- Adding Leads either manually or through Business Card OCR Scanning
- Qualifying Leads automatically using a pointing system
- Results tracker
- Calendar with and ability to add meetings and tasks related to contacts
- Sales and training materials library
== Sections ==
- Database management
- Results tracking
- Calendar
- Library