Business Problem
✅ Access to updated policy information for the clients
✅ No views of customer’s current policies and policy
detail
✅ Agent face issue of providing real time quote and business illustration to prospects
✅ Unavailability of platform to communicate with customers via notifications, alerts, reminders
✅ Unable to manage and schedule appointments
with customers
Solution
✅ Ability to personalize the policy presentation according to the prospect need
✅ Get notifications and reminders for client’s
appointments, premium pay maturity of plans
✅ Generate instant quote while interacting with your client
✅ Complete access to updated plans and policies
anywhere – enables agents to close on spot deals.
✅ Get the comprehensive view of client’s profile – active policies, due premiums, maturity details
