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digitisation and automation of performance tracking for Generali, a Fortune-listed multinational insurance company

InsuranceIndonesiaAgency division with 150+ managers and 700+ agentsPerformance Transformation
1the challenge 2what entomo did 3the results
modern insurance company office building in Jakarta, Indonesia in the morningInsurance
700+agents in the agency division
700+agents in the agency division
150+agency managers
50countries of operation
65.9Mcustomers served worldwide

the client

an Indonesian insurance agency leader coaching two agents with a real-time performance dashboard on a tablet in a bright branch office

The Client is a multinational insurance giant with over 200 years of history and a global footprint in 50 countries. The company has over 72,000 employees and serves more than 65.9 million customers worldwide. With €68 billion in global premiums, the client is committed to providing innovative, personalized insurance solutions. The client’s agency division, with 150+ managers and 700+ agents, partnered with entomo to digitize performance tracking and enhance productivity.

at a glance

industryInsurance
regionIndonesia
workforceAgency division with 150+ managers and 700+ agents
solutionPerformance Transformation
productsCustomised dashboard, BI dashboard, Contests, Automated reporting
industry groupInsurance

the challenge

01

Time-consuming manual report generation for performance tracking.

02

Lack of real-time productivity reports for sales teams.

03

Need for better relationship management tools for agents and clients.

what entomo did

Customization of the dashboard to display key reports, executive summaries, and contests for better team management.

Introduction of a BI dashboard for real-time tracking of performance, productivity, and other key metrics.

Automation of manual reporting processes, providing agents with real-time data access to reduce the need for office visits.

Customised dashboardBI dashboardContestsAutomated reporting

the results

  • Reduction in manual work hours due to dashboard visibility on digital devices.
  • Enhanced productivity as agents could access real-time performance data remotely, even during pandemic lockdowns.
  • Improved agent engagement by allowing more time for skill upgrades, client engagement, and training needs.
  • Contextual and timely insights provided to agents, nudging actions and driving performance improvements.
  • Improved team management through real-time data-driven decisions using the BI dashboard.
  • Increased operational efficiency as agents and managers could make informed decisions faster with real-time data access.

Agency Leaders and Agents are empowered with relevant insights that have taken both their individual and team performance to a much higher level. The dashboards give us real-time knowledge of our performance, anytime, anywhere. Truly a next-generation performance management system.

KNKornsian Nontarat, Chief Agency Officer

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