One of the leading Insurance companies in South East Asia 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. It has been assigned strong financial strength ratings by International agencies like Moody's and Fitch.


  • Set-up DMS in a short time to achieve their GTM timelines
  • Attract New Talent to the Organization and retain the Talent
  • Move towards a Paperless office with Supporting Processes

Business Needs

  • Agent Registration and maintenance
  • Hierarchy Management at Nth level
  • Configurable and Flexible Rule Engine
  • Automated Processes
  • E-Mail and SMS based Information dissemination
  • Flexi Payment Cycles

C2L BIZ Solution

  • Agent Registration module with workflow and interfaces to Other Applications
  • Hierarchy Management flexible enough to capture at Nth level with Parallel hierarchy capture
  • Configurable and Flexible Rule Engine made available for setting up of Commissions, KPI, Incentives, Contests and Automated Movements
  • Flexi Payment Cycle configuration setup at the Compensation Type level. E.g. Commissions at Weekly cycle, Incentives at Monthly level, etc..
  • Integration providing Real time/Batch interfacing with systems like PAS, SMS and eMail Services
  • Automated Processes allows setting up of Jobs to be executed on a Daily, Weekly, Monthly and Yearly basis, and based on Payment cycle and Movement handling


  • Company rated high in Digital Business. Paperless Communication, with the SMSs, emails and Statement of Account(s),(in PDF format), using the electronic Medium
  • Have a current figure of 12k+ agents registered and maintained in the system.
  • More than 175k+ policies issued since live.
  • Decrease in Payment Verification time from 3 days to 2 days, even though Payments have increased from 30+ in the first fortnightly payment cycle to, 1.3K+ in the latest fortnightly cycle

Services Delivered

Product Implementation, Migration and Integration Services

Distribution Operations Transformation

Post Implementation Warranty and Production Support Services

Quantified Stats

3+ Yrs

In Production


Months for Tied


Month for
Banca Launch


Agents onboarded
in 6 months


Average No. of
Payables per week

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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