SymbioSys Sales Illustration-as-a-Service

SymbioSys Sales Illustration-as-a-Service 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-as-a-Service 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

SymbioSys Sales Illustration-as-a-Service is designed for the global insurance distribution needs and is proven with unique capabilities like:

+ Offers a true omnichannel experience to its distribution channels by enabling them to complete the process using multiple devices
+ Reduced time to market with flexible product configurator and illustration modeler
+ Solvers enhance the sales objection handling capabilities thus enhancing the sales effectiveness and customer engagement to choose the right product with right coverage’s to map life events
+ Ability to generate an attractive Sales Illustration with interactive graphs and package illustration output in multiple languages in PDF format
+ Easy to seek approval from the customers thru an eSignature and quickly integrate with e-Application solution
+ Engage with customers by reusing past quotes and illustrations to generate more options for better customer choice


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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

Service Benefits

Significant reduction in time and cost to launch new product
Ease of managing demands of distribution partners
Improve distributor and customer experience
Drive competitive advantage thru quick and innovative product launch

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 philosophy of no code
Ability to generate sales illustration on mobile app in disconnected mode
Solvers for effective customer engagement to choose a product to map life events with right coverage
Ability to apply rule based standard loading
Automated Regression testing tool for quick launch
Supports multi-lingual user interface and outputs


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Other SymbioSys SaaS

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Quick Facts


Concurrent User Support


Peak volume of Sales Illustrations in a month


Weeks for New Product launch


Riders Configured


Plans Configured