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
  • Solvers for effective customer engagement
  • Unified solution for diverse OS, single code for iOS and Android.
  • Works in both online and offline, unique rules capability that works even in offline
  • Field underwriting in offline mode with the ability to generate counteroffers for quick sales closure
  • OCR for document capture
  • Remote customer collaboration
  • 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 :

  • Reduction in NIGO rate to Zero
  • Reduction in time to market for new product launch
  • Reduction in mis-selling
  • Reduction in New Business acquisition cost
  • Improved customer and distributor experience
  • Improved STP rate
  • Improved conversion rate



Product/Service details