Leading Insurer of Philippines, part of leading conglomerate and top bank having more than 1400+ bank branches & offices has selected SymbioSys Sales Tool, to strengthen its digital sales capabilities.

Insurer goes live today & will empower its financial advisors (FA’s) in the 1st phase with SymbioSys Sales Tool capabilities to engage with their customers consultatively.

SymbioSys Sales Tool helps FA’s with video tools and consultative content to engage their customers, helping them to create financial plans for their customers.

This leading Bank owned Insurer selected SymbioSys Sales Tool for transforming to digital sales because of its unique capabilities to:

+ Quickly configure products
+ Generate insightful proposal Illustrations
+ Design product-specific customer journey
+ Configuration driven screen level validation
+ Unique Online / Offline options

For said Insurer, C2L BIZ has also helped in creating the Customer and FA Self-Service Portals and is their preferred digital distribution transformation partner due to its end to end compelling proposition.

“Digital Enablement of Financial Advisors was key, particularly in changing the digital ecosystem. Configurability will change the time to market for launching new products and will be a game-changer in its competitive position in the market”. said Vijay Chavan, Co-Founder, and Executive Director, at C2L BIZ.

C2L BIZ, a niche Insurtech player focusing on Insurance Mobility, Digital Sales and Distribution Performance, and Compensation Management for the Insurance industry. SymbioSys Sales Tool from C2L BIZ’s is the industry-leading omnichannel digital mobility solutions/ SaaS for the insurance industry. Combined with C2L BIZ’s SymbioSys SaaS Suite, it truly digitally transforms Insurers to be ready for the highest digital resilience.