TF Systems | myActivityGoal

Product details:

Overview

myActivityGoal is a gamification-enabled platform designed to help insurers improve agent productivity, performance, and engagement in Conventional and Islamic insurance distribution.

It transforms sales targets into measurable daily activities, automatically captures field activities, and provides real-time insights into agent performance. By combining goal setting, activity tracking, and rewards, myActivityGoal enables insurers to drive consistent execution and achieve predictable business outcomes.

Seamlessly integrated with Point-of-Sales systems, it provides a unified view of both sales activities and results, empowering agents, managers, and organisations with actionable data.

Key Capabilities

Goal Setting & Activity-Based Planning

Convert income targets into clear, actionable activities
Financial needs-based planning to guide agent behaviour
Define daily, weekly, and monthly activity targets

Automated Field Activity Capture

Capture real-time field activities without manual data entry
Activities automatically tracked from sales process (e.g. prospecting, appointments, presentations, submissions)
Eliminate reliance on self-reporting

Performance Monitoring & Analytics

Analyse agent effectiveness and identify performance gaps
Compare goals versus actual activities and outcomes
Provide actionable insights to improve productivity

Sales Forecasting & Management Insights

Aggregate activity data to project near-term sales performance
Provide management with visibility into pipeline and expected outcomes
Support data-driven target setting and decision making

Gamification & Rewards Engine

Incentivise agents through missions, rewards, and recognition
Track achievements, points, and reward redemption
Encourage consistent system usage and engagement

Multi-Level Role-Based Views

Agent: track personal performance and activity progress
Leader: monitor team performance and manage field force
Company / Branch: view overall performance and projections
Support multi-level agency hierarchy management

Business Benefits

Increase Agent Productivity

Drive the right activities that directly contribute to sales outcomes

Improve Visibility into Field Activities

Gain real-time insights into what agents are doing and how they are performing

Enable Predictable Sales Performance

Use activity data to forecast sales and improve planning accuracy

Align Goals with Execution

Ensure agents are working towards clearly defined and measurable targets

Enhance Agent Engagement

Motivate agents through gamification, rewards, and recognition

Reduce Manual Reporting & Improve Accuracy

Automatically capture activities and eliminate manual data entry