Overview
One of the leading Insurance companies in South East Asia (Thailand) with a line of business spanning Life Insurance, Medical and General Insurance, Employee Benefits, Pension and Financial Planning services with an Omni-channel Sales Distribution Platform.
Challenges
- New Business data entry and process flow not optimized
- Prolonged policy submission and processing
- Laptop based proposal generation had lesser flexibility and cumbersome to manage
- No systemic Financial Need Analysis (FNA), hence advisors had limited support
- Unavailable and manual reference content
Business Needs
- End-to-end Sales tool for field sales force
- Sales Tool with effective quotation and illustration capability
- FNA for effective sales and regulatory compliance
- Product Configurator
- Single Point Content Reference Library
C2L BIZ Solution
- Electronic submission & business validations of e-Application provided greater value
- Mobile quotation & illustration to generate regulatory compliant quotations
- e-FNA to ensure regulatory compliance for advisors without backend intervention and provide a unique interactive graphical tool with external third part design agency
- Mobile e-Library for comprehensive sales reference content without need of internet
Benefits
- Reductions
- Nearly 50% time for Illustration and Proposal generation
- Over 50% Product Launch Time
- Over 60% backend Processing and paper work
- Time for Sales force on clarifications
- Improvements
- SymbioSys Sales tool provided core backbone for Digital Business initiative
- Empowered Sales team for end-to-end activities
- Faster Proposal to Policy conversion
- 94% Illustration and eApp Submission with Sales Tool
Services Delivered
Comprehensive Implementation and Support
Support for faster roll out of key business and regulatory guidelines
Quantified Stats
100+
Product
Launched
2500
Advisors
To Use
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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