ENABLING SALES PROCESS AND INTITUTIVE UI TO ENSURE ADOPTION OF DIGITAL PLATFORM ACROSS ALL CHANNELS

ABOUT CLIENT

One of the leading Insurance companies in South East Asia providing Insurance, wealth and asest management solution to individual and corporate clients

CHALLENGES

• Unavailability of Internet connection in the country

BUSINESS NEED

• Robust solution that can quickly enable their vision of digitization to entire application submission which is 100% paper based
• Ability to attract New bank partners. Brokers and Agents
• Reduce NIGO cases or bring it down to zero as 100% Paperless submission leads to high no. of NIGO cases
• Simplified sales process and Institutive Ul to ensure adoption of digital platform across all channels and across age group of advisors

C2L BIZ SOLUTION

• End to End SymBioSys Sales Tool App implemented starting from Lead to Application submission on IOS platform
• To address the weak network solution delivered which works completely in offline until the application is ready for final submission
• Sales process that is adaptable to needs all different channels like Agency, Brokers and Bank Partners
• Simplified sales process and Intuitive Ul to ensure quick adoption across different age groups and channels

SERVICES DELIVERED

• Configured 8 Products with No code change required to support this configuration.
• Delivered Illustration Output & eApp output in local Vietnamese Language
• Integration with Backend policy admin to push the cases submitted from devices.

Results: Doubled Code Coverage in a Fraction of IMPACT / BENEFITS

• 85+% Adoption from zero before implementation
• NIGO Cases reduced to zero
• Customer was able to attract new bank partners and grow business very rapidly
• Reduced TAT in final policy issuance
• Quick launch of new products