Reptile Tracko | Agent & Claims Tracking Software for Insurance Teams
Every Agent Visit and Claim Follow-Up, Tracked to a Close
Agents in the field are hard to supervise directly, and a claim that isn’t followed up quickly risks going cold. Reptile Tracko logs every visit and keeps follow-ups visible until they’re done.
- Location-logged agent visits
- Follow-ups tracked to close
- Live view of overdue claims
Are Leads and Claims Going Cold in the Field?
What happens between an agent leaving the office and a claim getting closed is usually invisible to the manager.
No visibility into agent activity
Supervising field agents means constant check-in calls, and even then the picture is incomplete.
Follow-ups relying on memory
A claim or lead that isn’t written down properly is easy to forget until it’s overdue.
Slow escalation
A stalled claim or quiet lead often isn’t noticed until a customer complains.
No audit trail for disputes
When a visit or follow-up is disputed, there’s no record to settle it one way or the other.
Inconsistent agent performance data
Without visit logs, it’s hard to tell which agents are actually converting leads and closing claims.
A Live View of Every Agent and Every Claim
Reptile Tracko logs every agent visit with location and time, keeps follow-ups assigned and visible as tasks, and shows managers what’s pending, in progress, or overdue.
Before
Check-in calls and memory
No record, slow escalation
With Reptile Tracko
Logged visits + tracked tasks
Location, time, and ownership
Result
Faster closures
Nothing falls through unnoticed
Powerful Features Built for Insurance
The toolkit insurance teams need to supervise field agents and close claims and leads on time.
Location-Logged Agent Visits
Every client or lead visit is recorded with GPS location and timestamp automatically.
Claim & Lead Follow-Up Tasks
Assign follow-ups with due dates and track status until a claim or lead is closed.
Customer & Lead Management
Keep policyholder and lead details in one record, visible to the agent and their manager.
Overdue Alerts
Get flagged automatically when a follow-up or claim is at risk of slipping.
Visit History for Disputes
A timestamped, location-tagged record of every visit that can resolve a dispute quickly.
Agent Payroll & Incentives
Calculate pay and incentive-linked attendance from verified field activity.
Mobile-First for Agents
Agents log visits, update lead status and see their task list from the field.
Manager Dashboards
Team leads see pending, in-progress and overdue items across their whole agent team.
See Insurance in Action
Real screens from the Reptile Tracko dashboard and mobile app. Tap any screenshot to enlarge it.
Every Lead’s Status, at a Glance
See every lead with its owner, source, status and next follow-up date. Filter by agent or status, or show only leads with a follow-up due.
Why it matters: Nothing goes quiet without someone noticing.
- Status for every lead
- Next follow-up date
- Follow-up due filter
A Visit Record That Settles Disputes
Location and time are captured automatically through the day, so you can replay the route and see every client visit and how long it took.
Why it matters: There is a clean answer when a visit is questioned.
- GPS-verified
- Automatic timestamps
- Route and distance
Every Lead Owned by Someone
Each lead has a clear owner, status, tags and a full timeline of status changes, remarks and follow-ups in one place.
Why it matters: Anyone can pick up a lead and know exactly where it stands.
- Clear ownership
- Follow-up history
- Status at a glance
Why Businesses Use Reptile Tracko
Insurance teams use Reptile Tracko to turn field activity into a record they can act on.
Visibility Without the Calls
See agent activity without constant check-in calls interrupting their day.
Faster Closures
Follow-ups tracked to completion instead of relying on an agent’s memory.
Fewer Cold Leads
Overdue alerts catch a quiet lead or claim before it goes cold.
Clean Audit Trail
A timestamped visit record supports audits and resolves disputes quickly.
Clearer Agent Performance
Visit and follow-up data shows which agents are converting and which need support.
Scales With Your Agent Network
Add new agents and territories without losing visibility.
Get Started with Insurance in 4 Steps
- 01
Add Your Agents
Create profiles for every field agent with territory and role.
- 02
Load Leads & Claims
Import existing leads and open claims as trackable records.
- 03
Agents Go Live
Agents log visits and update status from the app in the field.
- 04
Monitor and Escalate
Managers track progress and step in on anything overdue.
How Businesses Use Insurance
Life & General Insurance Agencies
Track agent client visits and policy servicing follow-ups in one system.
Claims Teams
Keep every claim owned and moving, with a clear record of each site visit.
Bancassurance & Broker Networks
Supervise agents working across branches and partner locations.
Regional Sales Managers
Get a live view of lead and claim status across an entire territory.
More Than Just Insurance
Each module has its own page with more detail — turn on what your agency needs.
Check-In Calls vs Reptile Tracko
Traditional way
- Agent activity tracked by phone calls
- Follow-ups relying on memory
- Claims noticed only when customers complain
- No record for disputed visits
- Agent performance hard to measure
With Reptile Tracko
- Visits logged with location and time
- Follow-ups tracked as tasks to closure
- Overdue items flagged automatically
- Timestamped visit history
- Clear performance data per agent
Ready to Manage Your Workforce Smarter?
Start using Reptile Tracko to simplify your agent and claims operations.
Insurance: Frequently Asked Questions
How are agent visits verified?
Agents check in through the app, which logs GPS location and timestamp automatically for every client or lead visit.
Can we track both leads and existing policyholder claims?
Yes. Leads and claims can both be tracked as records with assigned owners, status and follow-up tasks.
What happens when a follow-up is overdue?
The dashboard flags it automatically so a manager can step in before it goes cold or breaches an SLA.
Can this help resolve a disputed visit?
Yes. Every visit has a location-tagged, timestamped record that can settle a dispute quickly.
Does it calculate agent incentive-linked pay?
Yes. Payroll can factor in verified attendance and activity for incentive-linked compensation.
Can regional managers see across multiple agent teams?
Yes. Role-based dashboards let managers see their own team or roll up across a whole territory.
Is it suitable for broker or bancassurance networks?
Yes. It works for in-house agent teams as well as broker and partner-channel field networks.
Keep Every Agent Visit and Claim Moving
Track. Manage. Monitor. Grow.
Logged visits, tracked follow-ups, and a live view of what’s overdue across your whole agent team.
Office plans from ₹50 and field plans from ₹100 per employee per month. See pricing