Sale of Capitalization through the Call Center Qorus-NTT DATA Innovation in Insurance Awards 2026
BrazilCategory
Product & Service InnovationKeyword
Customer service, Marketing & salesBusiness Line
Income protectionDistribution Channel
Agents
Innovation presentation
The innovation consists of creating a structured journey that allows the customer to acquire a capitalization product, with amounts between R$ 100.00 and R$ 1,000.00, directly during the phone service, with payment via Pix.
The operator collects the data, accesses a specific platform, and completes the sale through an individualized link, with the agent’s code embedded in the URL. This mechanism ensures security, traceability, and standardization of sales, serving both account holders and non‑account holders.
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