Enhance customer engagement thru interactive new business Sales Illustration

SymbioSys Sales Illustration enables the sales force to generate complex and interactive new business Sales Illustration for their prospects, even in an offline mode using mobile devices. It is a one-stop service that supports Sales Illustration for Life, Annuity, Pensions, Health products, in multiple languages and currencies. The agent can engage with prospects either in-person or with physical distancing, thru customer collaboration.

SymbioSys Sales Illustration has generated over 15 million sales illustrations across 9 countries, for over 500 plans and 1000+ riders, configured thru a highly configurable product configurator designed on the philosophy of no code.

Business Challenges

• Long time to market to launch complex Products
• Availability of tool on diverse platforms
• Ability to meet demands of distribution partners in short time
• Timely adherence of regulatory compliance

Business Drivers

• Quick launch of new Products with variations for different channels / partners
• Ability to generate Sales Illustrations on a Mobile device in a disconnected mode
• Ease of partner branding and integration
• Tools to engage with customer for consultative and collaborative selling

FEATURES

• Flexible product configurator and Illustration modeler for Life, Annuity, Pension, Health products, and Riders
• Configuration driven UI and sales illustration outputs with graphs on the philosophy of no code
• Ability to generate sales illustration on the mobile app in disconnected mode
• Solvers for effective customer engagement to choose a product to map life events with the right coverage
• Ability to apply rule-based standard loading
• Automated Regression testing tool for quick launch
• Supports multi-lingual user interface and output

Benefits

• Short time to launch innovative products
• Ease of creating product variations for specific partners or customer segment
• Ease of integration with any front-end tool on diverse platforms
• Availability in connected and disconnected mode