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SFS Insurance Front Office Solutions Multi-Channel Management

Overview. SFS developed SFS ProSales after deep analyses on insurance industry to speed up and facilitate channel proposal processes. The system enables companies focus on sales and profits by decreasing professional sales costs of channels and shortening proposal processes.SFS ProSales cons

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SFS Insurance Front Office Solutions Multi-Channel Management

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    1. SFS Insurance Front Office Solutions (Multi-Channel Management)

    2. Overview SFS developed SFS ProSales after deep analyses on insurance industry to speed up and facilitate channel proposal processes. The system enables companies focus on sales and profits by decreasing professional sales costs of channels and shortening proposal processes. SFS ProSales consists in three modules; SFS ProSales Central (central module for system administration, designs and updates.) SFS E-ProSales (module for local proposal processes in offices) SFS M-ProSales (module for mobile proposal processes)

    3. Overview SFS Prosales enables insurance companies Shorten proposal processes, Increase proposal quality, Save operational costs, Develop customized services to customers and channels, Save communication and documentation costs, Execute, follow up and analyze sales processes real-time

    4. SFS ProSales Architecture

    5. Advantages of SFS ProSales Advantages for channels; Shortened proposal production processes by enabling proposal productions with minimum data. Proposals are sent to customers via e-mail, fax and printed, thus communication costs are decreased. Proposals contain more than one product. Decision making process of customers is facilitated by comparing the products in the proposal. All proposals are saved. These data can be used in the analyses about customers, sales ratios and channels.

    6. Advantages of SFS ProSales Advantages for insurance companies; System can be implemented in four-six weeks period and be used live after this period. Products can be defined and updated by non-technical employees. One product can be defined in one day on average. No need of additional installations to channels. After a short period of training it can be used easily by users with its user friendly screens and easy usage. Proposals are followed up in the base of customer and channel real-time.

    7. SFS ProSales Features Product and Proposal Design Products, proposals and marketing documents used in proposal processes are designed, defined and updated without any change in software codes. Risk acceptance rules of the insurance company are implemented to product and proposal designs,. Proposals Proposals that contain more than one product with all product details are prepared and send on the system. Proposal approval processes are followed up. Multi-risk proposals (like a proposal consist fire, thief and auto insurance products) are prepared and executed.

    8. SFS ProSales Features Product Comparisons Different products in a proposal can be compared according to payment plan, cover, excess and other criteria. Product comparisons can be prepared as a separate document or as a part of the proposal. Customer Portfolios The system recognizes the customer portfolios of channels and provides the security of the channels portfolio within the rules that the insurance company sets.

    9. SFS ProSales Features Sending the Proposals Proposals can be send to customers via e-mail, fax and/or as a physical document. Results of e-mail and fax sending can be followed. System has a fax server and can integrate with existing fax servers. Integration SFS B2B Integrator integrates SFS ProSales with the existing system of the insurance company. Proposal can be sent to the central system for an approval process and results can be sent to the SFS ProSales.

    10. SFS E-ProSales SFS E-ProSales is used in the channels offices and enables channels give proposals in their own offices real-time and fast. No installation in channels is required. Supports dynamic pricing. Can be quickly operational in any requested sales point such as banks, shops etc.

    11. SFS E-ProSales By SFS E-ProSales, the channels; Run the sales processes within the rules that the insurance company sets. Can give real-time proposals and have more time for the customer. Can send the proposals to the customers via e-mail and fax. Can compare the products in the proposal and inform the customer about the comparison results.

    12. SFS M-ProSales SFS M-ProSales enables channels give proposals mobile, location free by GPRS supported laptops and mobile phones. No installment in laptops or mobile phones is required. System supports dynamic pricing. SFS M-ProSales and SFS E-ProSales work on the same SFS ProSales Central. In this manner they can separately be used for the same proposal.

    13. SFS M-ProSales By SFS M-ProSales, The channels can give proposals to customers wherever they are and do not miss any sales opportunity. Operational costs caused by customer information collection and related proposal preparing in offices disappear. As in SFS E-ProSales, proposals are sent from the insurance companys mail and fax servers. Products in the proposal can be compared and the customer is supported for quick decision in the sales point.

    14. Why SFS ? Long lasting insurance experience and domain expertise Deep knowledge on key success factors of front office solutions Concentration on customers needs Project management experience in complex insurance projects Post project maintenance and support services Web based success proven advanced technology Designer based Insurance Business Models

    15. Why SFS ? Integrated CRM framework specialized for insurance Low operation, hardware and communications costs Decreased software maintenance cost by designers modifications Optional integration to SFS Sales & Marketing systems Optional integration to SFS Back-Office system Experience in Bankassurance

    17. Some of Satisfied SFS Customers...

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