Overview

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Availability:

On Premise

On Cloud

SymbioSys Sales Tool

Challenges

  • Reducing customer attention and interactions.
  • Fragmented, Inconsistent and time consuming sales process
  • High application NIGO rate
  • Limitation to quickly adapt to regulatory, business and technological changes
  • Longer time to market for new product launch and feature roll-out across all channels and OS platform
  • Challenges in agent learning and providing latest collaterals for handling customer objections

Business Drivers

  • 20-50% Improvement in Sales Conversions
  • 80-90% Elimination in Mis-selling can be achieved
  • 30-60% Saving in time to market for launching new products
  • 50-70% Straight Through Processing (STP) can be achieved
  • 50-70% Successful future proofing on transformation initiatives

BUSINESS BENEFITS

  • Increased face time with customer
  • Quick Sales closure with proper controls
  • Improved distributor productivity
  • Consultative selling to improve customer experience
  • Availability across platforms to promote BYOD concept
  • Reduced time to launch new products
  • Quick adaptation to evolving business needs

Service Benefits

  • Higher configurability, for faster time to market
  • Unified solution for diverse OS, single code for iOS, Android, Windows
  • Maximum offline capability, unique rule capability that works even in offline
  • Field underwriting in offline mode with ability to generate counteroffer, for quick sales closure
  • Configurable Reflexive questionnaire for capture of context sensitive data
  • Customer collaboration function which addresses existing challenges posed due to prominent social distance scenario.

Sales Tool 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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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...

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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...

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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...

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