Product Overview
A point of sale and sales force automation suite catered to sales representatives to sell insurance and provide end-to-end services to their customers anytime, anywhere.
121 Insurance Sales Xcelerator is a robust Point of Sale (POS) and sales force automation suite for insurance sales. It comes with a complete collection of programs to cater for the end-to-end sales processes – from prospecting all the way to closing deals. It also supports users to well-manage their sales activities and service their customers. Insurance agents, brokers, Independent Financial Advisors (IFA) and Bancassurance sales all find it an excellent tool to help them do business effectively and enhance their customers’ experience.
Customer Needs Analysis
Analyze customer’s financial situation, insurance needs, and risk profile. Recommend the most appropriate products based on these parameters. This step is often needed to fulfil regulatory requirements.
In addition, EAB’s rule engine can make use of these parameters to suggest upsell and cross-sell opportunities.
(e.g. when coverage need is greater than 50% of personal income)
Quotes & Illustrations
EAB has many years of experience and specializes in insurance. We have mastered the skills of developing insurance quotations efficiently and have pre-built almost all kinds of life insurance quotations in our Quotes and Illustration module.
These are some typical products provided by our Quotation API:
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Traditional Life |
savings
Savings |
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Investment-Linked Assurance Scheme (ILAS) |
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Annuity |
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Health |
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Critial Illness |
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Term Life |
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Universal Life |
With minimum customization, insurance companies can leverage our Quotation API to provide quotation services to their sales representatives and partners so that they can roll out products quickly to the market and maximize sales.
eApplication & Digital Signing
Go green by digitizing your insurance applications!
The system is equipped with automated workflow which guides your customers through the insurance application process. Once the process starts, the system pre-populates the forms with your customer’s data and provides the simplest workflow suitable for the case, and at the same time ensuring compliance is fulfilled, all the required supporting documents are uploaded.
EAB’s eSignature enables customers and agents to sign policies securely. Our systems are also ready to integrate with most industry standard eSignature tools.
Reports & Dashbaords
EAB’s prebuilt reports and dashboards enable you to know your team’s latest sales and activities. Drill down to view at team level or individual level.
Customer Management Services (iCMS)
A complete 360º view of your customers. From activities, analysis, policies details to customer personal details including family relationships. For better customer experience management as well as facilitating in upsell and cross-sell!
Policy Inquiry
See all the policy details under your management or specifically to each customer. It supports notifications for renewals and alerts for agents to follow up.
Virtual Sales Desk
Your end-customers cannot meet your salesperson? They are eager to know about your insurance offerings or are ready to purchase policies?
Not a problem!
Technology advances and we are all shifting daily activities online. This is particularly significant during the current global pandemic.
We have incorporated our Virtual Sales Desk to every step of the insurance sales Straight-Through Processing (STP) of our 121 Insurance Sales Xcelerator platform. Modules can be used holistically or separately.
With the Virtual Sales Desk, we can save the burden of travelling, printing or scanning. Insurance salespersons can conduct the entire sales journey, and end-customers can purchase policies at anytime, anywhere.
Features:
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Web-based (no installation) |
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Video Conferencing |
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Co-browsing |
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Recording, logs, reports |
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RemoteSignature |
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Integrate with existing system’s workflow |