Insurance. The verifier says the visit is done. Where's the proof?
Your agents find customers, your verifiers check them, and your managers wait for updates. Most of it lives on phones and in diaries. See what your company can and can't see today.
● Pre-issue check · home visit
Pre-issue check
Proposal ••• 2048
Home photo
Not on file
Location
Not on file
Documents
Not on file
Customer sign
Not on file
Visit
Done, says verifier
Your proposal check. What can your company see today?
Eight things your teams handle every day. Mark each one honestly. Anything you can't see prints as a debit.
Proposal check
Account
Period
Check no.
Time
What happens
Can you see it?
Leads and agents
09:30
Every new policy lead, from agents, branches or campaigns, and who owns it
DrLeads sit in agents' phones. Nobody owns the follow-up.
10:15
How far each proposal has got, and what's still pending from the customer
DrThe customer waits, and calls to ask what's missing.
11:20
Each agent's targets, what they've achieved and the incentive it earns
DrIncentives are worked out on sheets at month end. Agents ask how.
Customer verification
12:40
Every check before a policy is issued, at home or at work, with photo, location and documents
DrProof sits on phones. The proposal waits for it.
14:05
Every check after a policy is issued, that the customer and their details are real
DrDone over calls and sheets. Nothing stays on the file.
15:10
Whether verifications finish on time, by your team or your agency
DrCases age quietly. You find out when a policy is stuck.
Customer contact
16:30
Whether the customer knows a verifier is coming, and who it is
DrA stranger knocks. The customer doesn't open the door.
Policy answers
17:45
Which plan fits a customer and which documents to ask for
DrAgents ask around. Customers get different answers.
Closing balance
0
Dr
Mark each line to see your balance.
Lines to check
8
Seen (Cr)
0
Blind spots (Dr)
0
Not sure counts. If you can't say, you can't see it.
See what closes themFour cards. Each one closes a different gap.
Your blind spots bring the right cards forward. Tap a card to read it.
Mark your statement above and the cards that matter to you come to the front.
Leads and agents
Every policy lead in one place, with an owner and a reminder to follow up. Managers see where each proposal stands. Each agent's targets and achievement are tracked on the app, and incentives are worked out from them.
Covers
Lead ownership · Proposal status · Agent incentives
Add-on · Customer contact
Before a verifier visits, the customer gets a call and a WhatsApp message from your company's number, with the verifier's name and details. They know who's at the door.
Covers
Visit heads-up
Customer verification
Checks before and after a policy is issued are assigned on the app, to your own team or an agency. Verifiers capture residence or business details, documents and photos with time and location, on the spot. Managers see each case's turnaround.
Covers
Pre-issue checks · Post-issue checks · Check turnaround
Add-on · Policy answers
An AI assistant trained once on your own policy documents, with no internet. Agents ask in plain words which plan fits a customer and which documents to collect.
Covers
Policy answers
Explore
Private Enterprise AI →One proposal. Every stamp in place.
Follow one health policy from the first enquiry to the check after it's issued. Switch to see the same file with URVA.
URVA Proposal file
Health policy · p. 1
Date
Particulars
Stamp
02 Jun
×Written in the agent's diary.
Logged and assigned to an agent, with a reminder to follow up.
Lead received
Missing
Lead received
URVA Sales
03 Jun
×He asks around. The list changes.
The agent checks the right plan and document list in URVAshe.
Plan checked
Missing
Plan checked
URVAshe
05 Jun
×Papers in a bag. The manager calls to ask.
Proposal and documents captured on the app. The manager sees the stage.
Proposal signed
Missing
Proposal signed
URVA Sales
06 Jun
×A stranger at the door. She doesn't open.
She gets a call and a WhatsApp with the verifier's name before he arrives.
Visit notified
Missing
Visit notified
URVA Connect
Continued
p. 2
Date
Particulars
Stamp
07 Jun
×Proof on a phone, not in the file.
Residence check done with photo, location and documents.
Verified
Missing
Verified
URVA Comply
21 Jun
×Done on a call. Nothing written down.
Her details are checked again after the policy is issued, on record.
Post-issue check
Missing
Post-issue check
URVA Comply
30 Jun
×Worked out on a sheet at month end.
The agent's achievement updates, and his incentive is worked out from it.
Incentive counted
Missing
Incentive counted
URVA Sales
Every step happened. None of it is on one record.
Seven stamps. No gaps.
Insurers and enterprises that work with URVA
Your cover note is ready. Bring it to the demo.
We'll go through each line with your team and show where URVA fits.
Cover note
URVAVisibility slip
Mark your statement to print your list.