— Insurance · Performance Platform

TFS Performance Platform

Extends the sales platform by driving agent productivity and performance

View Capabilities
myActivityGoal
— Overview

Built for agent success

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

01

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
02

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
03

Performance Monitoring & Analytics

  • Analyse agent effectiveness and identify performance gaps
  • Compare goals versus actual activities and outcomes
  • Provide actionable insights to improve productivity
04

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
05

Gamification & Rewards Engine

  • Incentivise agents through missions, rewards, and recognition
  • Track achievements, points, and reward redemption
  • Encourage consistent system usage and engagement
06

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

to learn how myActivityGoal can enhance productivity, improve visibility, and drive stronger distribution performance. Contact Us