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A consolidated enterprise platform, an internet portal to engage and service multiple stakeholders.
Policyholders will have a single portfolio view of all protection and investment policies, including purchase of simple products online, maintenance of personal information, performing needs analysis, service requests such as fund switching, claim submission, view statements and etc.
Agents can access a working dashboard to get an overview of the number of cases in approval, pending and rejected by managers. It provide agents with lead generation up-sell/cross-sell opportunities with online customers.
UIP also serves the corporate customer such as HR Administrator to have a single portfolio view of all policies, perform some self-service inquiries and service requests.
A mobile application to assist agents to perform end-to-end sales; from creating new customer to performing customer fact find, generating a quote, submitting a proposal, routing for manager’s approval, to capturing image of documents and all the way to payment and notifications. The application supports multiple mobile operating platform such as Apple, Android and Microsoft. The solution is an intuitive, user friendly, highly interactive mobile sales tool which provides convenience and speed to insurance agents to close a sale; whilst increasing process automation, compliance and security.