How Gold Lenders Can Balance Speed and Compliance with a Modern LPaaS
The structure of Malaysia’s insurance industry is being redefined, not by chance, but by the convergence of technology, partnerships, and...
Discover all →Lifecycle Management
Built for the entire agent journey. Designed for growth.
Build and track your agent’s and sales rep’s entire lifecycle through:
Onboarding
Recruit & set up your sales ecosystem with ease
Set up your sales team quickly and start selling faster with seamless onboarding.
Streamline digital/phygital partner recruitment
Recruit channel partners efficiently with digital outreach, structured approvals, and seamless documentation—online or on-ground.
Create new agent profile
Capture key details like agent code, designation, supervisor mapping, and personal information—all in one unified profile.
- Add Details Manually
Enter agent information one profile at a time from the front-end for full control and accuracy over each entry. - Bulk Import via Integration
Easily import agent data in bulk through integrations with your HRMS or lead management systems.
Onboarding
Recruit & set up your sales ecosystem with ease
Set up your sales team quickly and start selling faster with seamless onboarding.
Streamline digital/phygital partner recruitment
Recruit channel partners efficiently with digital outreach, structured approvals, and seamless documentation—online or on-ground.
Create new agent profile
Capture key details like agent code, designation, supervisor mapping, and personal information—all in one unified profile.
- Add Details Manually
Enter agent information one profile at a time from the front-end for full control and accuracy over each entry. - Bulk Import via Integration
Easily import agent data in bulk through integrations with your HRMS or lead management systems.
Hierarchy Mapping
Maintain roll-up
hierarchy integrity
Capture the full sales structure upfront to ensure accurate incentive calculation across the full roll-up hierarchy. Map every level—from rep to supervisor—for fair and transparent payouts.
Resource Movement Tracking
Track every move, Across roles & regions
Capture an agent’s movement across branches, territories, or roles throughout their tenure—ensuring accurate incentive calculations tied to the right structure, rules, and history.
Other features
Start Growing with
IncentiHub today
