WHO WE SERVE · FIELD AGENTS
For the Agent Who Sells in the Field.
EarCodeX puts a mobile-first capture tool in every field agent's hand — replacing paper forms with instant digital onboarding, GPS-stamped for compliance and fraud prevention.
MOBILE · GPS · INSTANT · COMMISSION · COMPLIANCE
TheFieldAgent'sPaperProblem
Field agents are the frontline of the South African insurance industry — the people who sit across the kitchen table from a family and explain the value of cover. Yet most field agents still capture policyholder data on paper forms, submit it to the office for manual re-capture, and wait days or weeks for confirmation that the policy has been issued.
This paper-based workflow creates delays, data errors, and a poor experience for both the agent and the policyholder. The agent has no visibility into whether their submission was processed correctly, and the policyholder has no immediate confirmation of cover.
Mobile-First,GPS-Stamped,InstantCapture
- ◈Mobile-optimised data capture with real-time validation at the point of sale.
- ◈GPS-stamped submissions for audit compliance and fraud prevention.
- ◈Instant policy confirmation sent to the policyholder's phone via SMS or WhatsApp.
- ◈Commission visibility — see earnings per policy in real time.
HowItWorks
From Paper to Professional
“I used to fill in paper forms and hand them to the office. Half the time they'd call me back saying something was missing or illegible. Now I capture everything on my phone, the policyholder gets an SMS immediately, and I can see my commission the same day. It changed how families see me — I look professional, not like someone filling in forms at a kitchen table.”
— Independent field agent, Mpumalanga (anonymised)
OutcomesandMetrics
Ready to See It in Action?
Experience this module in the live demo environment, or speak to our team about scoping an implementation.