Digital Insurance Solution Modules

1

Lead Management

Financial Need

AnalysisQuotation

Digital Marketing

Proposal

Operational Reporting Case Management

Advisor Recruitment

Lead Management

2

Manage entire lead lifecycle – initial engagement, lead

nurturing, lead scoring, sales conversion

Access SimpleCRM from any devise from any location

Schedule meetings, SMS, emails, tasks, to-do reminders and social listening.

Reports, Schedulers & Dashboard for better visibility & Control

Focus on sales reducing the physical record maintenance

Digital Marketing

3

Reach out to the right audience by targeted campaigns, be it over e-mail, SMS or Social Media

Schedule your campaigns in advance to reach out to the right person, at the right time

Generate new Leads as well as nurture existing leads with Marketing Automation

Optimize your marketing spend based on marketing analytics

Case Management

4

Delight your customers with quick and systematic response

Save costs by increasing process efficiency

Better Management Visibility and Control

Better Internal as well as External Collaboration

Better records for audit/appeal/investigation

Financial Needs Analysis

5

Customer Engagement

Transparency

Effective on a digital platform (Compared to the manual form)

Ability to sell with minimum sales skills

Effective Lead generation and follow-up

The Digital Quotation

6

Real time evaluation of solution

Customer buy in / Commitment with a relatively shorter time period (Sale complete by 2nd visit)

Email/ conversion benefit to reduce printing

Proceed to the proposal with much convenience

The Digital Proposal

7

Validations to minimize errors

Ability to maintain versions before submitting

Ability to attach digital content (PDFs, JPGs, scans)

Ability of the operations staff to process paper based proposals

Advisor Recruitment

8

Track entire advisor

on-boarding cycle

Interviews

Presentations

Selection

Licensing

Induction

Training

Note: Can be configured as

per requirements