Field Force Management Software for Insurance
FieldExecutives is field force management software for insurance teams. Put every agent and surveyor on a live map, prove every claim inspection with photos, and stop renewals slipping away.
Claim surveys and agent visits are hard to schedule and harder to prove, so claims drag and renewals quietly lapse.
Insurance agent tracking software for visits, claim surveys and renewals
FieldExecutives is field force management software for insurers, brokers and surveyors. It works as your insurance agent tracking software, claim survey app and policy-servicing tool in one: every agent and surveyor on a live map, every visit and inspection proven, and every follow-up tracked.
Capture inspection photos, documents and survey forms on site, schedule appointments and track renewals, so claims move faster and policies do not quietly lapse.
How work flows for Insurance
From the office to the field and back, every assignment, tracked end to end.
Visits and surveys
Agent visits, claim surveys and renewals are scheduled with location and forms.
Geo-verified check-in
Optimised routing and a geo-verified check-in at the customer or claim site.
Photo & document proof
Inspection or advisory captured with photos and documents on a custom form.
Live claim TAT
Visits close with proof; claim TAT, renewals and agent activity report live.
Insurance field force management software features
Everything an insurance field team needs to visit, survey and follow up, in one app.
Agent GPS tracking
Agents check in with GPS at each visit, so activity and coverage are visible live.
Claim survey app
Surveyors capture geo-tagged photos, documents and a custom survey form at the claim site.
Surveyor inspection proof
Inspection evidence is geo-tagged and timestamped, which reduces disputes.
Renewal follow-up tracking
Renewal visits and follow-ups are scheduled and tracked to closure.
Appointment scheduling
Schedule customer and claim-site appointments with routing.
Policy servicing visits
Log servicing and advisory visits with documents captured on the spot.
Claim TAT tracking
See claim survey turnaround live by surveyor and area.
Agent activity dashboard
One dashboard for agent and surveyor activity and coverage.
A day of visits and surveys
Claim survey
Surveyor checks in at the site, damage photographed.
Agent visit
Advisory call logged, documents captured.
Renewal follow-up
Renewal visit scheduled and logged.
Day closed
Claim TAT and renewals updated live.
Capture exactly what Insurance work needs
Build the fields, forms and proof your process demands, by drag-and-drop, with no code. Here’s what teams like yours typically track:
See how configuration worksYour whole operation, on one screen
Live map, proof of every visit, and the numbers that actually move your business, what teams typically see:
How we’ve helped insurance partners
The changes teams see once the field runs on FieldExecutives.
Trusted by insurance teams
“Claim survey turnaround dropped once we could schedule and track surveyors live.”
“Renewals stopped slipping through the cracks once follow-ups were tracked.”
“Every inspection now comes with geo-tagged photos. Disputes fell.”
Insurance, answered
What is field force management software for insurance?+
It is software that helps insurers and brokers schedule agent visits and claim surveys, track field staff live, capture inspection proof and follow up on renewals from one platform.
How much does field force management software for insurance cost?+
Plans start at ₹999 a month for up to 10 users, and every plan includes every feature and a 7-day free trial. Growth is ₹2,499 for up to 30 users and Business is ₹4,999 for up to 75. See the pricing page for details.
Can I see a demo built around my insurance workflow?+
Yes. Book a 20-minute demo and we will model your own routes, forms and approvals in the live product, with no slides.
How does FieldExecutives compare with other insurance field force tools?+
See our comparison pages for how FieldExecutives stacks up against FieldAssist, Unolo, FieldEZ, LeadSquared and others on features, pricing and deployment.
Can surveyors capture claim inspections?+
Yes. Surveyors capture geo-tagged photos, documents and a custom survey form at the claim site.
Does it help with renewals?+
Yes. Renewal visits and follow-ups are scheduled and tracked, so policies don’t quietly lapse.
How is agent activity tracked?+
Agents check in with GPS at each visit, so managers see activity and coverage live.
Guides for Insurance teams
Evaluating Field Force Management Software for Insurance?
Ready to run your insurance team on a live map?
Start a 7-day free trial, or book a 20-minute demo and we’ll map it to your exact workflow.