SymbioSys Sales Tool-as-a-service

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Business Challenges

Multiple interactions with customers leading to long time for sales closure
Higher time and cost for Agent learning
Inability to meet evolving business and distribution demands
Inconsistent sales process leading to high manual work
High application NIGO rate
High turnaround time for policy issuance due to fragmented sales process

Service Benefits

Create
Process rules that map to existing business process
Reflexive questionnaire to capture context sensitive data
Product rules that align and complement Core System

Reduce
Cost of New Business Acquisition by 20% – 60%
Sales force training cost by at least 50%
Turnaround time for Policy issuance from days to hours

Improve
STP rate by 20%-100%
Customer experience & Sales conversion
Operational efficiency & Sales productivity

Business Drivers

Increased face time with customer
Consultative selling to improve customer experience
Quick adaptation to evolving business needs
Quick Sales closure with proper controls
Availability across platforms to promote BYOD concept
Improved distributor productivity
Reduced time to launch new products

Key Features

Integrated Solution
Diverse front end interactions and extended to different User/ Channels/POS/ Aggregators

Technologically Agnostic
Works on multiple platforms (Tablets/Laptops) and OS (Android/iOS/Windows)

Field Underwriting
Ability to underwrite case at source for quick closure

Business Agility
Ability to quickly launch products, adapt to business processes for partners

Intelligent Offline Functionalities
Offline sales engagement with seamless data sync during connectivity

Customer Collaboration
Ease of engaging with customer remotely to conclude sale

SERVICES ON MARKETPLACES

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