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Enables insurance agents to access, create and modify client information, create quotations and process claims, while on the go. It also enables the agents to send out quotations generated from PDA, by fax or email.
Key Features
Vital information from front-end and back-office systems can be synchronized into one unified view. Easy-to-use icon-driven interface provides structured sales process.
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Sales Team Management |
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Team manager can oversee call activities, sales pipeline and prospect information of its teammates and construct on-line report for sales planning. |
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Contact Management & Customer Call Activity Planning |
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Search existing customer and policy information, record prospect details, call activities, follow up actions and find target customers easily by advanced search functions. |
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Premium Calculator |
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Calculate premium result by inputting prospect's age, sex, smoker, currency, basic plan, rider and waiver options. |
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Financial Planning Tools |
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Capture prospects' financial information (such as income, assets, liabilities, family living costs and retirement needs) and automatically calculate their protection needs as a recommendation. |
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Mobile Information Library |
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Search product portfolio information, medical provider list, occupational manual and fund price enquiry. |
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Real-time Alert |
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Instant message aler for important notice and reminder such as approval of policy, premiums past due or impending client policy expirations. |
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Claims Submission |
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Claims adjusters can capture critical claims assessment data and related multimedia content, such as digital photos. |
SMART.Insurance Benefits
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Dramatic boost in productivity and efficiency, enabling agents to manage more clients. |
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Reduced time intervals between submission of client applications and underwritting, ensuring that clients receive |
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coverage faster. |
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Extraordinary customer service capabilities, resulting in high satisfaction. |
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Streamlined view of client data gathered through a variety of channels. |
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Ability to maintain security and confidentiality of client policy information. |
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Significant reductions in redundant data entry, administrative costs and errors. |
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Competitive edge due to the ability to compete applications or solve problems on the spot. |
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Reduced total cost of ownership and expenses thanks to smaller form factor devices. |
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More efficient data delivery to remote users and central processing. |
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