Virtually Augmented Sales Force

Current Situation

• Influenced by digital advances in other industries, insurance sales and distribution teams today want to associate with carriers that are easy to do business with.
• The systems and processes of large incumbents often hinder straight-through processing due to lack of relevant information about customer needs and preferences, integration issues, and paper-based business.

Goals and Objectives

• Place adequate emphasis on enterprise mobility while progressing with customer-centric initiatives.
• Ensure end-to-end integration of mobile apps with systems and processes to avoid bottlenecks.
• Provide relevant and contextual data and insights to help position products that cater to customers’ unique requirements with indications of when and how to best interact with each individual prospect and customer.

Technology Deployed

• Mobile technologies
• 5G
• Cloud
• Next-gen security
• Advanced analytics
• Collaborative applications

Use Case Summary

• Empower sales and distribution teams to do business “anytime, anywhere” in a collaborative, secure, seamless, and flexible manner by placing adequate emphasis on enterprise mobility.
• Build an environment of trust, loyalty, and true partnership by enabling sales teams to succeed in their interactions with prospects and customers.
• Equip the sales force with the right digital tools that might augment their capabilities in providing value-added and more empathetic customer experiences.