FieldTrack360 is a powerful field agent tracking software designed for insurance and banking teams to track agents, monitor customer visits, and manage field operations in real time. Boost productivity, ensure visit accountability, and gain complete visibility with GPS tracking and real-time insights.
Banks, NBFCs, and insurance companies often struggle to manage field agents, track customer visits, and ensure consistent operations across locations. FieldTrack360 simplifies these challenges with real-time GPS tracking, improved visibility, and smart monitoring to boost productivity and control.
Managers often struggle to track where agents are and whether they are meeting customers as planned.
Agents may report visits without proof, leading to gaps in accountability and reduced operational transparency.
Tracking collection agents and ensuring timely visits becomes challenging without real-time visibility.
It’s difficult to ensure agents are covering assigned areas efficiently without proper tracking data.
Tracking travel and field expenses manually leads to delays, errors, and lack of financial control.
Managers often rely on delayed or incomplete updates, making it hard to monitor daily field performance.
FieldTrack360 helps BFSI and insurance companies track field agents, monitor customer visits, and manage on-ground operations with real-time visibility and powerful tracking tools.
Track field agents and advisors live on the map with complete visibility into their location and daily field activity.
Ensure agents are visiting assigned locations and meeting customers as planned with precise tracking.
Enable continuous tracking throughout the day without draining device battery during long field hours.
Access complete movement history of agents to verify customer visits and analyze territory coverage.
Identify delays, inactivity, or missed opportunities between scheduled visits.
Track distance covered and travel time to optimize field operations and reduce unnecessary costs.
Agents can check in and out of customer locations with accurate timestamps, ensuring accountability for every visit.
Capture visit notes, updates, and key details to maintain visibility into customer interactions.
Maintain a complete record of visits and collection activities without manual tracking.
Agents can log travel and field expenses instantly with receipt uploads.
Streamline approvals with customizable workflows for faster reimbursements.
Generate detailed expense reports to track field spending and improve financial control.
Rural areas no problem. All data syncs automatically on reconnect.
From starting the day and visiting customers to tracking activity, managing collections, and submitting reports — every step is tracked, verified, and visible in real time.
Field agents check in through the mobile app to begin their day. FieldTrack360 starts tracking their movement as they head out for scheduled customer visits and collections.
Accurate check-ins synced instantly to the manager dashboard.
Managers track agent locations in real time, monitor territory coverage, and identify delays or inactive time between visits.
3 visits completed · 2 upcoming · 1 delayed flagged
Agents check in at customer locations, log visit details, update status, and record collections or follow-ups directly from the app.
Collection recorded · Notes added · Follow-up scheduled
A complete summary of visits, collections, and field activity is generated. Agents submit expenses with receipts for quick approvals.
Average results achieved by BFSI & Insurance companies within 90 days of deploying FieldTrack360.
Logistics & Supply Chain
Real Estate & Property
FMCG & Retail
Marketing Agencies
Construction
Telecom & IT
Home Healthcare
Pharmaceuticals
Join 40+ BFSI & Insurance companies already boosting field productivity with FieldTrack360.