Future Generali
A sales app for insurance agents: leads, coaching and daily targets in one place.
Overview
I designed the field-agent experience for Future Generali's sales app: a day plan sorted by lead temperature, client and revenue targets that update as the day moves, a map view for visits, and an AI-driven training module — including a pitch simulator — that coaches agents through objection-handling without pulling them out of their workflow.
Lead-temperature planning
Hot, warm and cold leads laid out against the clock — 3 hot, 1 warm, 5 cold in a typical day — so an agent's day is ordered by who's actually ready to buy.
Targets, always visible
Client count (15 of 25) and revenue (₹45,000 of an ₹85,000 target) tracked on the home screen, not buried in a separate report.
Coaching in the flow
An AI training module and pitch simulator built into the same app agents use to sell, not a separate LMS nobody opens.
Have a flow people keep abandoning?
Book a 30-minute call. If it's a fit, the next step is a five-day teardown.
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