Overview

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.

Availability:

On Premise

On Cloud

SymbioSys Sales Tool

Business Challenges

  • 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

Business Drivers

  • 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

KEY FEATURES

  • 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

Business Benefits

  • 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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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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