MetLife BD CRM description

This app is a digital platform for insurance sales uses to receive, track and manage with their existing and potential customers, right from their pockets!
This user-friendly app will facilitate the large sales field force of MetLife Bangladesh (approx. over 16,000 members) to serve and manage their growing number of customers, which currently stands at over a million.

Some key state-of-the art features of this app are as follows:

1. Lead information through digital sources: Leads incoming from Company Website and Social Media.
2. Automatic Allocation of Lead with Agent: Each lead will be auto-assigned with a suitable agent from their area.
3. Unified holistic Lead view: All the details of the customer can be viewed on the app, for the ease of the assigned agent.
4. Customer Portfolio: Agents can even create own customer portfolio in addition to the system ones.
5. Meeting Organizer: Agents and Managers can set meetings with the customers using the app- which will automatically notify the relevant parties.
6. Detailed reporting: Users at all levels can generate reports to keep record of their policies.
7. Target Setting: Users can set targets for themselves and subordinates to set monthly/yearly goals.
8. Performance Tracker: Users can track their and subordinate use’s performance by comparing target vs achievement.
9. Customer Status Tracker: Status of customer engagement can be monitored and tracked.
10. Self-Task organizer: Users can set tasks for themselves as reminders or notes to facilitate their service to customers.


This app is a revolutionary breakthrough in the industry for lead management that can not only help business operators to succeed but business to grow.

Note: *Only authorized users by MetLife Bangladesh will have access to use this app.