Overview
ISF Channel Portal is a holistic solution for distribution personnel (Agents, Brokers, Banks etc). It covers the end to end needs of an Life & Annuities Agent
1. Integrated CRM to manage the Leads, Prospecting, assessing closure rates
2. Sales Illustration for Life & Annuities, Investment Linked Insurance products.
3. Conversion of Illustration into E-proposals and online submission to core insurance system.
4. With ISF (Insurance Solution Framework) core system, which has built-in auto underwriting, there can be immediate response from core system on success or failure. If failed, the next steps to be taken (Eg: Request for Medical reports, Other documents or requirements)
5. Integration to payment gateway for first payment collection
6. Issuance of Policy on spot
7. Enquiry and action on pending cases
8. Enquiry into commissions generated, Production
9. Also many of the customer servicing transactions.
Key Features
- Single end to end solution for all lines of business across all functions(Traditional Life, Unit linked, Motor, Home, Travel PA). Depending on needs can be modularized.
- Can be integrated with ISF Product configurator or can be integrated to local product configuration.
- Integrated with CRM for Leads management, prospecting, which is integrated to Illustratons and quotations.
- Integrated product configurator information, sychronized with core systems rules for validations, rate tables.
- Extensible to include Agent KPI related information, viz, Production, commission, persistency.
Key Benefits
- Seamless integration with core system with on the spot selling and servicing.
- Instant update on policy status as soon as premiums are collected or claims are paid.
- Integrated sales illustrations, meaning that there is no need for separate Illustration module.
- Facility to integrate to external rating engines as required. AETINS can also provide add-on rating engine on IBM ODM if required.
- In summary, Agents can use this for complete lifecycle activities, viz, Leads, Prospecting, Illustrations/Quotations, Proposals, Case management and closure, Servicing requrests, claims intimation. Agents can also track their personal information, training information, Commission information, Production, Persistency and other targets linked to thier bonuses. Hence, it becomes a single reference for Agent for all their activities.