SymbioSys Distributor Portal provides a consistent experience on a single platform catering to the self-service needs of distributor/agents, leaders in any Insurance landscape. It delivers an experience by creating distinct views driven by Real time integration, data consistency and centralised process management.
A unique tool for agents or leaders across Channels, to not only manage their own but also teams’ performances using their preferred platform like Mobile, Tab or Laptop/Desktop.
SymbioSys Sales Tool
- Challenges in empowering the channels and partners, seamlessly
- Challenges for channel – partner managers to have complete information on team and self-performance
- Most information on campaigns and contests are provided after the end of the contest and not during the contests/ campaign periods
- Inability to use information for up selling and cross selling products
- To many siloed portals duplicating same functions for different users
- Growth in client self-servicing, reducing calls to call center
- Increase in sales objection and seamless sales conversion
- Increased Feet on street, due to reduced time for back end processing
- Improved campaign- contest effectiveness
- Seamless tool for Leader/Managers/Partner to manage their own teams and their performances
- Ease of accessing using devices like mobile phones, tablets, desktop/Laptop as well
- Ready Business Function ready portal design which can be easily customized for each insurer needs
- Ready enterprise wide Portal / ODS data layer uniquely designed for Insurance industry
- Quick Time to Market for enterprise wide self-service portal
- Low cost design, optimizing cost on portal infra, System software, hardware
- Ease of maintenance by the insurer, for future use
- Industry level design / components brings scalability for future business needs
- Single point information for all sales and self-servicing needs
- Manager’s effectiveness is improved due to better understanding of direct sales challenges
- Channel well equipped with client policy and household centric information
- Timely information for using the same as a motivator of effective sales performance
- Proactive upsell and cross sell gaps and insights
- Faster go to market, with reasonable upfront investments
- Ready and proven integrations and consolidations for industry standard systems
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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