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Sales Competition for Insurance Agencies and Field Teams

In OnGame, the insurance sales organization turns policy production, renewal, and cross-sell targets into competitions among agencies and field teams. On the same platform, operations tasks such as documentation completeness and regulatory training are also tied to points.

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Who uses OnGame in insurance?

Agents and field insurance agents/sales representatives, call center sales advisors, regional managers, and agency managers — all on the same platform across agency network, field sales team, branch, region, and call center levels.

Which sales competitions can be set up?

Setups can include a policy-count or production-target league between agencies (Arena), a Duel for cross-selling additional coverage/products, a Tournament focused on reducing renewal loss, and Flash Quest setups for seasonal campaigns. Which game mode fits which campaign is decided together during the demo process.

Which operations competitions can be set up?

Customer visit and quote follow-up tasks, a complete-file (documentation) race, timely renewal calls, and completing regulatory/product training — through the Task Management, Announcements & Forms, and Training Game modules. This turns the field standard from paper and messaging into a measurable competition.

Which KPIs are tracked in insurance?

KPIs such as policy count and production/target achievement, renewal rate, cross-sell rate, quote-to-policy conversion, and file completeness rate flow from the company's own ERP into OnGame's game and panel layer. The exact KPI set is finalized during the demo process based on the customer's existing data.

How does a regional or agency manager use OnGame?

From the Ongame Team console, a regional or agency manager tracks the ranking of their own agency/team portfolio, open tasks, and participation; they can assign tasks when needed.

What does head office see?

Sales channel management sees comparative production across agencies and regions, the campaign budget, and reward distribution from Ongame Panel.

What do daily actions and AI Coach do?

Action Center turns daily sales and operations opportunities into concrete actions, while AI Coach offers AI-driven sales and operations suggestions; both reach the employee through Ongame Mobile and are tracked from the panel.

How are rewards given?

Points earned are converted into products, gift cards, discounts, or bonuses through Ongame Shop; the reward budget and distribution are managed from Ongame Panel.

How do you get started with OnGame for insurance?

You can request a demo aligned with your existing ERP data; which game mode fits which insurance KPI is clarified during that conversation. The decision-making side is usually the Sales/Agency Channel Director, Regional Manager, and Individual and Corporate Sales Manager.

Frequently Asked Questions

Our agency network isn't our own employees — can they still be included?

Yes; the agency network, field sales team, branch, and call center can be defined as separate channels and compete within themselves or against each other.

Is only new policy production measured?

No; setups like renewal rate, cross-selling, and quote-to-policy conversion can also be turned into competitions.

Can regulatory training be tracked?

The Training Game mode turns product and regulatory knowledge into a quiz-based task; completion is tracked from the panel.

Can operations tasks like documentation completeness be scored too?

Yes; file completion and similar processes can be tied to a task flow via Task Management and converted into points.

Where does production data come from?

From the company's own policy/production system; OnGame is a layer that runs on top of existing data, not a separate system of record.

How does the demo process work for insurance?

Which KPIs and game modes will be applied based on your existing production data is clarified during the conversation.