Project Name
Insurance E-Application system
ABOUT THIS PROJECT
Insurance E-Application system
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OVERVIEW
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The goal was to develop a user-centric sales platform that streamlines the sales process, ultimately enhancing productivity across the distribution channel and increasing operational efficiency in processing new business.
Project Details
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OVERVIEW
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The goal was to develop a user-centric sales platform that streamlines the sales process, ultimately enhancing productivity across the distribution channel and increasing operational efficiency in processing new business.
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Challenge & Opportunity
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The existing eApplication system required users to fill out numerous lengthy forms, each tied to complex logical operations. This complexity often frustrated users and resulted in a low usage rate. However, this challenge presented an opportunity to redesign the system to improve user experience and engagement.
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Solution
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The new system effectively shortened the sales cycle by digitizing the end-to-end selling process, empowering agents to complete deals during customer-facing opportunities. This transformation led to a significantly improved adoption rate, a substantial reduction in form-filling time, and a decreased failure rate, enhancing overall operational success.