Explore Our Pre-Defined Activities.
These activities can be used as it is or can be modified to suit your needs. More activities across more states coming soon.
1.
Customer Profile Verification
Ensure accurate customer onboarding with real-time, geo-tagged verification.
1. Task Assignment – A CPV request is created on Incento’s platform with customer details and verification requirements.
2. Agent Allocation – A trained field agent is assigned based on location and availability.
3. Customer Visit – The agent visits the customer’s registered address to verify identity and details.
4. Document & Identity Check – The agent collects required documents (ID proof, address proof, etc.) and verifies them.
5. Geo-tagged & Time-stamped Reporting – Photos, signatures, and verification status are uploaded to the platform in real time.
6. Final Approval & Submission – The report is reviewed for accuracy before submission to the financial institution.
Madhya Pradesh
Starts at INR 550 per validation
TAT of 105 validations daily per city
2.
Sales & Lead Generation
On-ground teams to acquire, educate, and convert potential customers.
1. Target Customer List Provided – The institution provides a list of potential leads.
2. Agent Briefing & Training – Agents are trained on the product/service details.
3. Customer Outreach – Agents visit prospective customers and pitch the offering.
4. Lead Capture & Interest Logging – Interested leads are recorded with customer details.
5. Follow-up & Conversion – Warm leads are followed up for closure, and successful conversions are reported.
6. Performance Tracking – Institutions receive insights on agent performance and conversion rates.
Madhya Pradesh
Starts at 5% per sale
> 25 agents per city in M.P
3.
Dues Collection
EnsurEfficient, field-driven payment recovery with real-time status updates.
1. Due List Assignment – The institution uploads a list of customers with pending dues.
2. Agent Visit & Customer Reminder – The agent visits the customer’s location to remind them of their dues.
3. Payment Collection – The customer makes the payment via cash, UPI, or bank transfer.
4. Receipt & Confirmation – A digital or physical receipt is issued to the customer.
5. Real-Time Update – Payment details are logged instantly on the Incento platform.
6. Final Report Submission – Institutions receive an updated report on collected and pending dues.
Madhya Pradesh
Starts at 5% per collection
> 15 collection agents per city in M.P
4.
Document Collection
Secure, seamless pickup and digital tracking of critical documents.
1. Task Creation – The financial institution requests document collection via the Incento platform.
2. Agent Dispatch – A field agent is assigned to visit the customer at the scheduled time.
3. Document Pickup – The agent collects the required documents (KYC, loan agreements, etc.).
4. Verification & Digital Upload – Documents are checked for completeness and scanned/uploaded to the system.
5. Geo-tagged Submission – The collection is verified with live location tracking.
6. Secure Delivery – The documents are safely delivered to the institution or securely stored digitally.
Madhya Pradesh
Starts at INR 550 per verification
TAT of 105 verifications daily/city
5.
Survey & Market Research
Gather field intelligence with structured, targeted data collection.
1. Survey Design & Allocation – Institutions define data collection criteria.
2. Agent Deployment – Agents visit target locations or engage with respondents.
3. Real-Time Data Entry – Responses are recorded digitally using the Incento platform.
4. Photo & Voice Validation – Additional proof (images, voice notes) is collected if needed.
5. Instant Report Compilation – Data is aggregated into structured insights.
6. Client Review & Analysis – The institution accesses reports for business decisions.
Madhya Pradesh
Starts at INR 45 per successful survey
>1050 agents in M.P alone
6.
Physical Address Verification
Validate customer locations with GPS-backed accuracy.
1. Verification Request Received – The institution submits an address verification request.
2. Agent Assignment – A local agent is assigned to visit the provided address.
3. On-Site Visit & Documentation – The agent verifies the presence of the customer/business at the given address.
4. Geo-tagged Evidence Collection – Photos, signatures, or other proof are uploaded instantly.
5. Compliance Check & Review – The collected data is cross-verified to prevent fraud.
6. Final Approval & Report Submission – A final report is generated and shared with the institution.
Madhya Pradesh
Starts at INR 550 per validation
TAT of 105 validations daily per city