Submitted by

AgeSA Hayat ve Emeklilik

Premium
05/03/2026 Insurance Innovation
AgeSA's main areas of activity are life insurance, private pensions and savings, general insurance and asset management.
Innovation details
Country
Turkey
Category
Customer Experience Reinvented
Keyword
Customer acquisition & loyalty, Customer experience, Operational excellence & efficiency, Customer service, Savings & Investments, Strategy & Business model, Marketing & sales, Life insurance, Automation
Business Line
Accident Insurance, Employee Benefits, Income protection
Distribution Channel
Online / Direct

Innovation presentation

Concept and Objectives

Emeklilik Cebimde, integrated within the AgeSA Mobile application, is a fully digital, end-to-end Individual Pension System (BES) sales platform. The core objective of the project is to enable customers to purchase BES plans anytime and anywhere through a fast, secure, and user-friendly mobile experience. It aims to simplify complex pension processes, increase digital adoption, strengthen sales channel integration, and contribute to financial inclusion.

Reasons Behind the Project

The pension industry traditionally relies on advisor-driven, paper-based, and multi-step sales journeys. Customers increasingly expect speed, convenience, and transparency in financial services. Recognizing this shift, AgeSA aimed to eliminate friction, reduce transaction time, and create a seamless digital purchasing journey compliant with strict insurance regulations.

State of Competition

While most of the top five competitors limit their digital platforms to lead generation, they do not offer a fully online, end-to-end sales journey. Emeklilik Cebimde differentiates itself by enabling direct mobile purchases in one to two minutes, setting a new benchmark in the sector.

Sources of Inspiration

The project was inspired by customer-centric design principles, digital banking experiences, and the growing demand for self-service financial solutions. The goal was to combine regulatory compliance with simplicity and technological excellence.

Departments Involved

The initiative was realized through close collaboration between IT, Digital Transformation, Sales, Marketing, Operations, Compliance, and external partner Adesso.

Main Results So Far

As of 2026, 12,565 contracts have been sold, generating 417,2 million TL in Annual Premium Equivalent (APE). Transaction times decreased by 90%, retention reached 96%, and RNPS increased by 7 points, reaching 71. The project has become a strategic growth driver and a pioneering digital transformation initiative in financial services.

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