FieldVerif is a comprehensive solution designed to streamline and enhance the document verification process for organizations, particularly those engaged in third-party verification in industries such as Banking and Insurance. The application aims to revolutionize the verification process by automating document assignments, field visits, and related processes. With features like geo-tagging, analytics, and tracking, FieldVerif ensures efficient and effective management of customer documentation.
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Document Initiation:
- Clients send documents/details for verification via email/secured application.
- Agencies download documents/details and initiate verification through WhatsApp.
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Verification Reporting:
- Back-end staff takes verbal feedback from field verifiers.
- Feedback is filled in the Bank’s reporting format and sent back to the client.
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App Activation:
- App activation through OTP after installation.
- Admin activation from the Admin panel.
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Document Assignment:
- Office Coordinator assigns documents with unique case numbers, client names, and classification options.
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Case Assignment Tracking:
- Display assigned cases in the Field Verifier's app.
- Sort cases in FIFO order.
- View cases based on date and status (Assigned, In Progress, Submitted, Approved, Reject, Closed).
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Document Verification:
- Field verifier can enlarge and verify documents.
- Capture geo-tagged photographs at two stages: landmark and customer's verification point.
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Reporting and Signature:
- Field verifier fills reporting format based on verification type.
- Capture photographs with geo-tagging.
- Field verifier adds a signature at the end of the verification process.
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Case Submission:
- Field verifier can save and review before submitting to the Office Coordinator.
- Submission triggers status change to Submitted.
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Back-End Reporting:
- Office Coordinator downloads field verifier reports in Excel or Word format.
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Validation and Manual Reporting:
- Field verifier report validation.
- Manual reporting by back-end team.
- Application Form Scan:
- Scan application forms based on barcode.
- Location-Based Tracking:
- Real-time tracking of field representatives.
- Activities Tracking:
- Monitor planned versus completed meetings per representative.
- Attendance, Leave, Working Hours:
- Daily attendance, leave, and working hours tracking.
- Customers Records:
- Upload customer contacts and track visits and meetings.
- Assign Tasks:
- Create work plans and assign tasks.
- Visit Planning:
- Allow representatives to plan weekly meetings with auto-approval.
- Document Presentation:
- Present product slides/catalogue/files with live tracking.
- Verification Tracking:
- Track document open/presentation details.
- Powerful Reports:
- Generate productivity and sales reports.
- Announcements and Product Management:
- Create announcements and manage product details.
- User (Sales/Medical Reps)
- Company (Admin)
- Doctor/Customer (TBD in Future)
- Representative (Sales/Medical)
- Manager/Lead (Immediate manager/lead)
- Admin, Area Lead, City Manager, etc.
- Order Automation, Payment & Collection Automation, Expense Management, Parties Management, Stock Taking, Activities Management, Beat Plan.
- Employee Location Tracking
- Field Sales Order Reporting
- Stock Level Management
- Streamlined Sales Activities
- Improved Team Collaboration
- Increased Company Revenue
Reduce sales gap and increase sales with FieldVerif! 📊📈