A leading international financial services organization, with a strong reputation for business practices, community contributions and sustainability. The company provides a diverse range of protection and wealth products and services to individuals and corporate customers. It has been named as one of the Global 100 Most Sustainable Corporations in the World.


  • 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

Business Needs

  • 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

Services Delivered

Product Implementation, Migration and Integration Services

Distribution Operations Transformation

Post Implementation Warranty and Production Support Services

Quantified Stats

3 Mn

Policy Records


Active Hierarchy


Total Systems




Compensation Schemes

Case Study

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