Core Functionality: 🎯 Lead Management & Customer Onboarding Lead Creation & Management: Create, track, and manage insurance leads with comprehensive personal and business details Lead Deduplication: Automatic detection of existing leads to prevent duplicates Lead Status Tracking: Hot, Warm, Cold lead categorization with follow-up management Customer Onboarding: Complete digital onboarding process for new insurance customers 📋 Activity Management Activity Creation: Schedule and manage customer meetings, calls, and follow-ups Activity Tracking: Real-time status updates (Scheduled, Completed, Cancelled, Rescheduled) Document Upload: Attach supporting documents (PDF, PNG, JPG) to activities Check-in/Check-out: Location-based activity tracking for field agents Activity History: Complete audit trail of customer interactions 🏦 Insurance Application Processing Multi-step Application Forms: Dynamic form generation based on product types KYC Processing: Multiple KYC flows (CKYC, EKYC, AIOCR) for customer verification Document Management: Secure upload and management of customer documents Medical Appointments: Schedule and manage medical examinations Payment Processing: Multiple payment methods (UPI, Bank Transfer, Cheque, ECS) 💼 Product & Quote Management Product Catalog: Comprehensive insurance product listings Quote Generation: Instant quote generation for various insurance products Suitability Assessment: Customer needs analysis and product recommendations Premium Calculations: Built-in calculators for different insurance products 👥 Team & Branch Management Role-based Access: Different functionalities for Agents, Branch Heads, Regional Heads Branch Management: Multi-branch operations with branch-specific data Team Hierarchy: Support for Agent → SP → LG → Branch Head structure Lead Assignment: Reassign leads between team members 📊 Analytics & Reporting Activity Reports: Detailed activity and productivity reports Lead Conversion Tracking: Monitor lead-to-customer conversion rates 🔧 Technical Features Offline Capability: Work offline with automatic sync when connected Salesforce Integration: Real-time data synchronization with Salesforce CRM Document Security: Encrypted document storage and transmission Geo-tracking: Location-based services for field activities Push Notifications: Real-time alerts and reminders Target Users: Insurance Agents: Field agents managing customer relationships Branch Managers: Overseeing branch operations and team performance Regional Heads: Managing multiple branches and territories Back Office Staff: Processing applications and managing operations