Risk Solution

Risk Solution

About this app

Risk Solution is the official employee app for managing insurance field operations — built for our sales and telemarketing teams to work faster, smarter, and stay connected on the go.

KEY FEATURES

📋 Lead Management
View assigned leads, add new prospects, update statuses, set follow-up dates, and track intent scores — all in one place.

📞 Telemarketing
Access call lists and dial customers directly with one tap. Track conversations and outcomes effortlessly.

📝 Entries & Quotations
Create and manage business entries, generate quotations, and monitor your pipeline from first contact to closure.

🔄 Renewals & Registers
Stay on top of policy renewals, cheque registers, and VM registers so nothing slips through the cracks.

👥 Client Records
Search and manage client details, contact history, and documents anytime, anywhere.

📄 Documents
Upload, view, and share business documents and attachments securely within your team.

🕒 Smart Attendance
Mark attendance with location-based tracking designed for field teams, with automatic visit logging throughout your workday.

🔔 Notifications
Get real-time alerts for follow-ups, renewals, and important updates.

WHO CAN USE THIS APP
This app is for authorized Risk Solution employees and partners only. A valid company login (email/mobile and password) is required to access the app.

LOCATION DISCLOSURE
When you mark attendance, the app collects location data — including in the background during your active work session — to verify field visits and log attendance accurately. Tracking runs only while an attendance session is active and stops when you check out or sign out.

Streamline your field operations. Download Risk Solution and take your work with you.

What’s new

Initial release of Risk Solution.

- Manage leads with date-based filters and follow-up dates
- Create and manage quotations
- Telemarketing tools with intent scoring
- Referral tracking
- Push notifications for updates and reminders