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03/03/2025 Insurance Innovation
A distributor tool that streamlines the entire selling/ distribution process. So efficient that it gives 1 extra business day to our distributors so they can focus on doing what matters.
Innovation details
Country
Philippines
Category
Product & Service Innovation
Keyword
Insurance, Digital channels & Omnichannels, Marketing & sales
Business Line
Life Insurance
Distribution Channel
Bancassurance

Innovation presentation

AXA Switch is a distributor centric tool, unified platform that enhances efficiency with simplified processes, and improved customer engagement. With Switch distributors can facilitate Financial Needs Analysis, create multiple proposals, submit applications and requirements, view Underwriting comments real time. This seamless process allows them to focus on customer engagement.

Switch also has a 360 degree view of customer details allowing our distributors to easily manage their portfolio. Milestones reminders are also in place to help in building a lasting relationship with our customers.

Centralized dashboards and analytics are also available for distributors to view current performance to help them plan their daily activities effectively to help them reach their goals.

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