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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