Overview

SymbioSys Sales Illustration enables sales force to generate complex and interactive new business Sales Illustration for their prospects, even in an offline mode using mobile devices. It is a one stop service that supports Sales Illustration for Life, Annuity, Pensions, Health products, in multiple languages and currencies. The agent can engage with prospect either in-person or with physical distancing, thru customer collaboration.

SymbioSys Sales Illustration has generated over 15 million sales illustrations across 9 countries, for over 500 plans and 1000+ riders, configured thru highly configurable product configurator designed on the philosophy of no code.

Availability:

On Premise

On Cloud

Functional Overview Diagram

Business Challenges

  • Long time to market to launch complex Products
  • Availability of tool on diverse platforms
  • Ability to meet demands of distribution partners in short time
  • Timely adherence of regulatory compliance

Business Drivers

  • Quick launch of new Products with variations for different channels / partners
  • Ability to generate Sales Illustrations on a Mobile device in a disconnected mode
  • Ease of partner branding and integration
  • Tools to engage with customer for consultative and collaborative selling

KEY FEATURES

  • Flexible product configurator and Illustration modeler for Life, Annuity, Pension, Health products, and Riders
  • Configuration driven UI and sales illustration outputs with graphs on the philosophy of no code
  • Ability to generate sales illustration on the mobile app in disconnected mode
  • Solvers for effective customer engagement to choose a product to map life events with the right coverage
  • Ability to apply rule-based standard loading
  • Automated Regression testing tool for quick launch
  • Supports multi-lingual user interface and output

Business Benefits

  • Short time to launch innovative products
  • Ease of creating product variations for specific partners or customer segment
  • Ease of integration with any front-end tool on diverse platforms
  • Availability in connected and disconnected mode

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.

Transforming Sales and New Business with Intelligent and Digital Operations

A leading Insurer in India decided to have a Digital Transformation for its New Business & Underwriting processes.

Reduce Insurers New Business Cost & Time, To Launch New Products

A leading European Insurer in Indonesia decided to adopt the SymbioSys Sales Tool to spearhead its’ Digital journey.

Enhancing Agent Outreach in Remote Areas with Mobile Offline Capabilities

One of Indonesia’s top 3 Insurers is engaged in selling a variety of products and services for life, health, &…

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