- Integration with multiple Policy Admin Systems (PAS)
- Significant issues on Quality of Policy Data for migration,
- Majority of Agency data (for migration) was maintained manually
- Regulatory – Stringent deadline for implementation of Balance Score Card (BSC) requirements
- Requirements were evolving based on inputs from Regulator
- Transform manual distribution operations into an Integrated, rules driven, workflow enabled and agile operations
- Implement Balance Score Card based channel compensation before the regulatory deadline
- Provide consolidated and up to date information for powering the channel portal with self service capabilities
- Visible/transparent Underwriting Data of pending Policies
- Self-Registration for Customers and Agents
C2L BIZ Solution
- Transformed the existing manual distribution operations with SymbioSys DMS Best Practices including pay-outs by Finance department
- Leveraged C2L BIZ’s proven Migration and Integration methodology along with Migration layer / Interface mapping template for faster and predictable historical data migration
- Robust SymbioSys DMS configurator helped in accommodation of dynamically evolving based on Inputs from Regulator
- An agile and strategic platform to adapt to evolving needs for adding new partners/ evolving regulatory changes, rapidly and with unique differentiations
- Not only successfully rolled out Balance Score Card (BSC) based compensation models as per regulatory needs but also provided a platform to evolve the same with emerging market learnings
- Over 300 + Key performance Indicators(KPI) were implemented
- Improved channel Self Servicing with more real-time and accurate data provided to Channel Portal
- Over Three hundred thousand payable transactions handled, while standardizing the process for Partner pay-outs
Product Implementation, Migration and Integration Services
Distribution Operations Transformation
Post Implementation Warranty and Production Support Services
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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