Overview

One of the leading Insurance companies in South East Asia providing Insurance, wealth and asset management solution to individual and corporate clients

Challenges

  • Unavailability of Internet connection in the country

Business Needs

  • A robust solution that can quickly enable their vision of digitization to entire application submission which is 100% paper-based
  • Ability to attract new bank partners. Brokers and Agents
  • Reduce NIGO cases or bring them down to zero as 100% Paperless submission leads to a high no. of NIGO cases
  • Simplified sales process and Intitutive UI to ensure adoption of the digital platform across all channels and across the age groups of advisors

C2L BIZ Solution

  • End-to-End SymbioSys Sales Tool App implemented starting from Lead to Application submission on IOS platform
  • To address the weak network solution delivered which works completely offline until the application is ready for final submission
  • Sales process that is adaptable to needs all different channels like Agency, Brokers, and Bank Partners
  • Simplified sales process and Intuitive UI to ensure quick adoption across different age groups and channels

Benefits

  • 85% adoption from zero before implementation
  • NIGO cases reduced to zero
  • The customer was able to attract new bank partners and grow business very rapidly.
  • Reduced TAT in final policy issuance
  • Quick launch of new products

Services Delivered

Configured 8 Products with No code change required to support this configuration.

Delivered Illustration Output & eApp output in local Vietnamese Language

Integration with Backend policy admin to push the cases submitted from devices.

Quantified Stats

12000+

Peak submission
in a month

1400

Avg active
advisors

100%

Adoption
Banca

Case Study

Excellence is not attained in a day! Our teams have worked beyond expectations to attain in-depth knowledge and offer customized solutions to our clients and partners. We carefully analyse our reach and every strategy to stay true to the time.

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