Virtual Insure – Integrated Software for Life & General Insurers
Needs analysis and insurance planner with products illustration
- 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
Product illustration
- Illustrate mode wise premium, period of cover, riders and features for different products under chosen plan type
- Generate quotation and take action
- Generate proposal
Sales Force Automation
- Creating to-dos’ and appointments
- Calendar of appointments and to-dos’
- Tracking of appointments
- Multi-level authorization of to-dos’ and appointments
- Alerts and mails based on authorization
Sales intelligence
- Targets v/s actuals
- Commissions earned
- Performance analysis
- Business forecasting
- Tracking of quotations, proposals
- Measuring cycle time for the all of the above
Agency support
- Hierarchy definition and maintenance
- Register and maintain agents
- Commission, targets, forecast and authorization rules definition and maintenance
- Assign incentives and targets across the hierarchy
CRM
- 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
Marketing
- Profiling marketing databases from various sources
- IVRS & call center interface
- Lead distribution to sales force
- Campaign planning, Targeting, Result analysis
- Facilitate structured selling