Gather prospect’s personal, financial, employment, policy details
Ascertain prospect’s financial goals, personal priorities and concerns
Recommend suitable insurance plans and cover based on the prospect’s profile
Hierarchy definition and maintenance
Register and maintain agents
Commission, targets, forecast and authorization rules definition and maintenance
Assign incentives and targets across the hierarchy
Register requests for claims, alterations, policy surrender and premium certificate
Register pre-sales, sales and post-sales complaints
Assignment, tracking and status updates of complaints, registrations
Auto mailers, alerts and reminders
Profiling marketing databases from various sources
IVRS & call center interface
Lead distribution to sales force
Campaign planning, Targeting, Result analysis
Facilitate structured selling