Your advisors, agents, and bancassurance reps meet prospects and policyholders all day — hearing objections, renewal friction, and competitor commission moves first-hand. Pulse turns their daily voice notes into structured productivity, operations, and market intelligence, so product and distribution leaders see the market as fast as the field does.
An advisor tells their branch manager. The manager summarises for the region. The region summarises for head office. By the time a recurring objection or a competitor commission move reaches product and distribution, it's weeks old and stripped of the specifics that made it useful.
One end-of-day conversation from each advisor, turned into three parallel structured views — how the day was spent, the friction slowing conversions and renewals, and the earliest read on customer sentiment and competitors.
The advisor's day rebuilt as a timeline — prospects met, policies pitched, renewals followed up, claims support given — split into value-adding selling versus travel, waiting, and admin. Managers see the true shape of a field day, not just leads logged.
Every blocker the advisor mentions, captured and categorised — claim delays, underwriting friction, KYC and document issues, portal downtime, unclear commission, renewal-lapse risks. Recurring friction becomes a visible, countable queue.
Competitor plans and commission structures, bank-partner shifts, customer objections and sentiment, new distribution moves — pooled from hundreds of advisors. Your earliest, first-hand read on the market and why deals are won or lost, every day.
Pulse works through the channel your field force already uses all day: WhatsApp. No forms, no new app to learn, no language barrier.
Once a day, at a time that suits each team, the rep gets a simple prompt: share your day.
Free-form voice notes in whatever language, dialect, or code-mixed way they actually speak. Every note is acknowledged the moment it lands.
After the day closes, all of a rep's notes are processed together in a single pass — the day understood as one continuous story, not fragments.
Structured, categorised, and on the right dashboard — ready before the working day begins, with the exact quote kept behind every data point.
Each signal is categorised the day it's spoken and drillable back to the advisor's exact words — real analytics on the market, not a survey nobody filled in honestly.
Reconstruct prospects met, policies pitched, and renewals followed — value-adding selling time separated from travel, waiting, and paperwork.
Every stuck renewal, KYC block, or document issue an advisor reports is captured and pooled — operational friction surfaces as a live queue before lapse.
Rival plans, commission structures, and channel-partner moves heard in the field land on the distribution board next morning — mapped by region.
The real reasons customers hesitate or churn, captured first-hand and categorised — an early read for product and pricing before it shows in numbers.
When advisors hit portal downtime or underwriting friction, it's flagged and counted — so ops fixes the process, not just the individual case.
Each week the platform drafts a factual coaching note per advisor — an observation from their own day, a peer comparison, and one testable suggestion for the manager to review.
The hierarchy still organises people; it no longer filters the information. Head office looks at the same signals the rep spoke, aggregated — not a manager's interpretation of a manager's interpretation.
Intelligence is only useful if it is honest about its own limits. Pulse is designed so the picture stays trustworthy as it scales.
If a rep describes half their day, the activity mix is calculated on the part they narrated — a separate coverage indicator flags how much of the day was described. A partial story never distorts the picture.
When the platform infers a time or can't cleanly reconcile overlapping activities, it flags the block as low-confidence rather than quietly guessing.
As the business learns, category frameworks can be refined. Past records keep the labels they were captured under until a deliberate reclassification is run — so trends stay comparable.
Voice and transcripts serve only your organisation, never train outside systems. Recordings are retained for a limited window then auto-deleted, and data stays within the required region.
"We used to learn about a rival's commission move a quarter late. Now the objection an advisor heard on Monday is a categorised, countable signal on our distribution board by Tuesday — with the customer's exact words behind it."
See how Pulse turns your field advisors' daily voice notes into decision-ready insurance intelligence — with the advisor's own words preserved to the top.
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