| INSURANCE SALES SOLUTION |
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The solution can be deployed on an Android tablet or iPad and is used by life insurance sales persons to create leads, download leads, schedule meetings with prospects, view leads, present product audio-visual material to the customer, compute and present sales illustrations as required by the insurance regulator. Also provided is a means to enter application data on behalf of the customer including family details, personal history etc. Documents are created and can be verified before either printing on a mobile printer or sending to the back-end system. Signatures can be captured and payments can be done online on the mobile app.
Benefits
- Better customer reach
- Faster turn-around time
- Improved customer conversion ratio
- A single window for customer acquisition
- Enhanced revenue
- Enhanced performance analysis
- Provides top line reporting to management
- Significant reduction in paperwork