Field Force Management · Banking & Insurance · India

Track every Banking & Insurance field executive in India.

Kinematic field force management for BFSI players with feet-on-street agents originating loans, opening accounts and selling policies. Replace WhatsApp screenshots and end-of-month Excel with real-time signal. Built for the realities of Indian distribution — Tier 2/3 connectivity, multilingual teams and entry-level Android handsets.

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The Banking & Insurance problem we solve.

BFSI players with feet-on-street agents originating loans, opening accounts and selling policies typically struggle with agent attrition, fragmented CRM and zero proof of in-person visit. Kinematic's field force management replaces that with a single mobile-first source of truth — measurable, auditable and built for the speed of fieldwork.

KYC-aware workflows, geo-tagged customer visits and offline form capture — compliant with RBI and IRDAI guidance on agent attribution.

What Field Force Management gives you.

  • live GPS, geo-fenced attendance, beat plans and an offline-first mobile app
  • Offline-first Android app — works on 2G/3G, syncs when it can
  • Supervisor dashboards with live maps, KPIs and beat compliance
  • Open APIs to your existing ERP, CRM or DMS
  • Kini AI layer — anomaly alerts, smart routing, voice-first capture

₹1,500 ₹999 / executive / month · 7-day free trial · live in 48 hours.

Frequently asked questions

Is Kinematic field force management a good fit for Banking & Insurance companies in India?

Yes. We're built specifically for BFSI players with feet-on-street agents originating loans, opening accounts and selling policies operating in the realities of Indian distribution — Tier 2/3 connectivity, multilingual teams and entry-level Android handsets. Most Banking & Insurance customers see meaningful productivity gains within the first 90 days.

How long does Field Force Management take to deploy for a Banking & Insurance team?

Most Banking & Insurance deployments go live in 48 hours — including data import, app rollout and supervisor onboarding. Larger 500+ executive deployments take 1–2 weeks for territory configuration.

Does it work offline in low-connectivity areas?

Yes. The Kinematic mobile app is offline-first. Check-ins, photos, forms and beat compliance work fully offline. Data queues locally on the device and syncs the moment 2G/3G/4G connectivity returns.

How does pricing work for Banking & Insurance teams?

₹1,500 ₹999 / executive / month, billed monthly — or annually at a 10% discount. Custom pricing for teams under 25 executives. Talk to sales for a quote tailored to your Banking & Insurance workflow.

Trusted by India's field teams
Tata Steel Shri Ram Sales BMW Ventures
What customers say

Teams that switched, tell it better.

Earlier I noted leads in a diary at night and half of them were lost. Now I just speak to Kini AI after each visit — the lead is recorded with the outlet and quantity, scored, and my follow-up is set before I've even left the shop. Nothing slips any more.

SRS
Field Sales RepresentativeShri Ram Sales (SRS)

Kinematic's analytics changed how we plan. We see beat coverage, conversion by zone and pipeline health live — so territory and sales strategy decisions are made on this month's data, not last quarter's reports. Reviews that took days now take an hour.

TS
Chief Sales ManagerTata Steel
— Start the conversation

Ready to see
it in action?

Tell us about your field team and we'll set up a personalised demo — showing exactly how Kinematic maps to your workflows.

01
7-day free trial
Live in 48 hours. No commitment, no card required.
02
200+ field executive deployments
Smaller team? Custom pricing available — talk to sales.
03
s@kinematicapp.com
Direct line to the founder. Same-day response, always.
Book a demo
No commitment. We'll have you live in 48 hours.