Sales-Enablement Mobile Platform for Field Agents

 

A sales-enablement mobile platform for field agents

 
Features
Generate personalized quotes
One-touch calling mechanism to connect to the central sales desk
Integrated personal and business calendars
Access to customer case files with progress tracking and notifications
Ability to create and track support tickets
Ability to download product forms and share with clients

The Need:

Empower insurance agents with the power of mobile

  • Build a cloud-hosted solution that would facilitate better communication among AGL’s 10,000+ agents and would help optimize operations
  • Reduce dependency on the back-office for quotations and personalized illustrations of insurance products
  • Digitize underwriting process and existing paper-based processes for compliance/adherence

Endeavour Solution:

Collaborative platform connecting thousands of insurance agents

  • Developed a RapidRater mobile solution to allow agents to generate quick, customized quotes from their handheld mobile devices
  • Developed a second solution within the same platform, called Structured Settlements, which allowed agents to generate single benefit line quotes and calculate annuity prices for AGL’s Structured Settlements program customers
  • Implemented an OCR based solution for eliminating data entry issues
  • Developed a comprehensive roadmap and helped setup processes for centralized governance, best practices and standard procedures, for developing innovative mobile solutions
  • Helped establish a mCoE to enable AGL’s employees to support long-term mobile development initiatives
  • Re-architected and re-engineered existing systems to ensure flexibility, scalability and multi-platform support

Client Outcome:

Optimized backend operations and sales-enablement

  • Generated 50% more in Gross Written Premium (GWP), enabling higher profitability and aiding in strengthening the partner network
  • Allowed complex algorithmic calculations to be done on the go, in turn enabling better connectivity and increased profitability
  • Significant reduction in back-office operations and costs

See in Action:

Check the appstore

Mike Smith
Director, Digital Strategy and Solutions, AIG

Endeavour proved to be an excellent mobility partner, having the right expertise, in-depth knowledge, and skilled technical folks to help organizations like ours in adapting and leveraging the power of mobility. Endeavour and its employees worked diligently to deliver my vision of AGL Mobile Agent Briefcase. It is very easy to recommend Endeavour to others as they possess all of the attributes of knowledge, process and capability.

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