Digital Self Servicing Agent Application
C L I E N T B A C K G R O U N D
The client is a leading life insurance company in India. They provide their customers Long-Term Savings,
Protection and Retirement Solutions, delivered by their high-quality Agency and Multi-Channel Distribution
Partners.
B E N E F I T S
The new application reported an increase in the usage to 75% by the agents as compared to 15% for
the old application.
Cheque submission time reduced to 24 hours from 4 days.
Agents can now reach out to their customers anytime through SMS and emails to send
notifications, reminders and even birthday wishes.
A graphical dashboard provided more actionable insights to the agents
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