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.
- 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
- 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
- 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
- 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
Comprehensive Implementation and Support
Support for faster roll out of key business and regulatory guidelines
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.
ENABLING SALES PROCESS AND INTITUTIVE UI TO ENSURE ADOPTION OF DIGITAL PLATFORM ACROSS ALL CHANNELS
One of the leading Insurance companies in South East Asia providing Insurance, wealth and asset management solution to individual and...
HOW TO SOLVE SILOED SOLUTIONS ACROSS THE END TO END SALES JOURNEY
A leading European insurer offering a wide range of Insurance adopts SymbioSys Sales Tool to strengthen its digital journey to...
End to end automated IFA channel registration and administration module with SymbioSys DMS
One of the leading Japanese Life Insurer which is a part of HK headquartered insurer has been assigned strong financial...