SIMPLIFY – Sales One Universe Qorus Innovation in Insurance Awards 2022

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IndiaFirst Life Insurance

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09/03/2022 Insurance Innovation
Simplify Is a One-Stop solution for every requirement of our Sales Force! This project was undertaken with a target to stitch tools together to create a Unified & Simplified Sales journey– ‘A Sales Universe’ to provide everything that is required across all stages of a policy lifecycle. Previously, the sales process was fragmented and used different tools for each step in the process of a sales journey, right from Lead creation -> Policy conversion -> policy servicing -> Claims. SIMPLIFY encompasses functionalities of all existing tools, incorporates learnings from previous projects, addresses pain-points in previous journeys, Innovates sales journey all under a single platform. Provides deep insights on the business and Nudges sales to conduct activities to improve their performance It helps In instantly issuing a policy over the counter to the customer

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