DIGITAL VISITING CARD
Your sales staff can now make an impact right from the get go! Our digital visting card combines the industry-standard VCF with beautiful animation and text introducing the salesperson to a potential client.
POLICY RECOMMENDATION FROM FACE DATA
Our machine learning engine can calculate your potential client's BMI from his/her facial data in a matter of seconds. Our tool then recommends coverage based on the BMI.
The proposal form is often filled by the Advisor leading to misselling, complaints and litigations down the road.
The PIV process ensures that the customers are completely aware of the product purchased.
Geo-tagging, Face Recognition and Live-Check are incorporated into the solution in line with IRDA norms.
KEY FEATURE DOCUMENT
This Digital Kit provides customers their policy information in an interesting fashion – complete with animation & multilingual options.
This kit explains the product in simple terms.
The kit can be incorporated with a service form, fund statement, premium certificate or feedback form making it a complete servicing kit to reduce incoming service call volumes.
We provide interesting audio-visuals to keep customers engaged which can lead to higher renewals and thereby increased persistency.
With this tool, the customer can be provided explanations of various benefits and the implications of allowing a policy to lapse, in an effective manner.
INSTANT CUSTOMER ONBOARDING
Automated form filling with our AI powered OCR engine (DoQ)
Instantly extract information from commonly used Indian ID Cards such as Aadhaar, PAN, Driving License, RC Card and Voter ID
The DoQ engine sends the extracted information to the appropriate database for verification - Aadhaar – UIDAI, PAN – NSDL, Driving License & RC Card – Parivahan, Voter ID – ECI
Dynamic form generation based on user-selected fields | Customize the onboarding process to suit the insurance company’s / bank’s unique processes.
An arresting multilingual presentation of the benefits aimed at the customer’s demographic
Makes the sales process effective and efficient.
The regulatory PDF format can be incorporated as a download.
This solution can be added with a concurrence layer where the customer acceptance can be recorded through photo or video.
CERTIFICATE OF EXISTENCE
Allows you to ensure that customers under pension schemes can verify their existence without having to visit a branch.
DIGITAL VISITING CARD
All Sales processes need to start with a good first impression.
This can be achieved through a futuristic digital visiting card which talks about the Salesperson prior to the meeting.
The card is embedded with a VCF link to save the details on the customer device and product link which can describe the product.
POLICY RECOMMENDATION FROM FACIAL DATA