A flexible lead management Solution for the service industry – banking, Insurance (Life and General), mutual funds and other service based companies with real-time integration capabilities with the core and other peripheral systems.

The commBRIDGE sales CRM ver 4.0 has an inbuilt workflow rule engine that can be easily setup and configured to manage the different workflow needs and used as a sophisticated lead generation service for any business process.

A fully configurable and flexible advisor recruitment, training and licensing system for tracking of the complete on-boarding process of licensed sales force for any distribution channel for the insurance industry.

Our channel sales management system supports most of the very simple to highly complex sales channel hierarchies with every channel having their own unique hierarchies and their sales forces and office locations setup for better management.

A fully configurable and flexible multi sales & distribution channel management Solution for the service industry – banking, Insurance (Life and General), mutual funds and other service based companies with real-time integration capabilities with the core and other peripheral systems.

The system can be also extended to any other service based industry like banking, mutual funds and other service based companies as per any regulatory guidelines with real-time integration capabilities with the core and other peripheral systems.

The system supports the identification, psychometric profiling, interviewing of candidates at the POI – point of identification (i.e. at the branch location).

The TRUSTValue agent portal built on the Kentico CMS platform comes with an abundance of out-of-box features with different capabilities that can enable online marketing and e-commerce implementations an easy project to rollout and also to maintain.