Insurance Agency ASP [WiseOffice]
CLIENT NEEDS
Contract management at insurance agency is overly complicated because they handle products from multiple insurers.
Agents face the challenge of choosing from a large number of insurance products to meet customer needs and the company's recommended policies.
Information is managed individually by agents, not by companies.
OUR SOLUTION
WiseOffice is a customer contract management system specializing in agency business. It automatically acquires contract data provided by life and non-life insurer, and unifies the management of customer and contract information of each insurer.
This solution is not only available as an ASP service, but can be deployed as a package or used with some customized features.
RESULTS / BENEFITS
Centralized management of customer information enables a quick approach to policyholders, ensuring the complete internal information sharing.
WiseOffice extracts cross/up-sell customer(ex. with automobile insurance but no fire insurance) information and enables efficient sales.
Information stored on paper is managed by linking it with customer information and contract information.
Client /
Undisclosed Company
Digital Focus Area /
IT Optimization
Country /
- Japan
Line of Business
Cross
Topic
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