An insurance company faces pressure on cost-prices of annuity advice products. Often changing regulations and demanding customers require an efficient, compliant and tailor-made insurance advisory process, accessible through multiple channels.
A user-friendly application that - based on well-specified logic with robotised human knowledge - guides advisors through the complex process steps of collecting information, analysis and advice on annuity advice products.
The collecting phase is executed via customer self-service. The application asks only the relevant questions, takes the right decisions and gives the right advice.
Customized reports are automatically generated:
a customized information collection report filled in by the customer e-mailed directly to the customer.
a customized advice report based on the processed input and digital advice logic.
40% decrease of the total duration time of the advice.
Compliant advice reports containing an enriched analysis.
Highly customisable and scalable advice knowledge.