SymbioSys Sales Tool (POS)

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SymbioSys Sales Tool is a comprehensive sales enabler that empowers producers to manage end-to-end sales process from Lead-Activity to Collateral Management, Financial Need Analysis, Product recommendation, Sales Illustration, e-Application including documents & Signature capture, field underwriting & payment processing on a hand-held device in both online & disconnected mode. Its unique differentiators are extensive configurability, widest OS support, maximum offline capabilities that includes offline field-underwriting for quick sales closure, with proper controls. The Standard/Sub-standard case decision is given on the field with an ability to load the cases automatically using in-built underwriting engine, calculates risk premium and generates counter offer for customer approval.

It is a one stop service that supports Life, Annuity, Pensions, Health products, in multiple languages & currencies. The field force can engage with the prospect either in-person or with physical distancing, thru customer collaboration offered thru this service.

Key Features

  • Higher configurability, for faster time to market
  • Unified solution for diverse OS, single code for iOS, and Android
  • Maximum offline capability, unique rule capability that works even in offline
  • Field underwriting in offline mode with the ability to generate counteroffers, for quick sales closure
  • Configurable Reflexive questionnaire for the capture of context-sensitive data
  • Business users can configure products, underwriting rules etc. which aid in reducing dependence on IT and vendor

Key Benefits

C2l BIZ thru it's Symbiosys Sales Tool provides a platform for the insurers to achieve the following key benefits :

  • 20-50% Improvement in sales conversions
  • 80-90% Elimination in mis-selling can be achieved
  • 30-60% Saving in time to market for launching new products
  • 50-70% Straight Through Processing (STP) can be achieved
  • 50-70% Successful future proofing on transformation initiatives



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