Intelligent digitalisation -  insurance advice process

BUSINESS CHALLENGE

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.

SOLUTION

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:

  1. a customized information collection report filled in by the customer e-mailed directly to the customer.

  2. a customized advice report based on the processed input and digital advice logic.

RESULTS

  • 40% decrease of the total duration time of the advice.

  • Compliant advice reports containing an enriched analysis.

  • Highly customisable and scalable advice knowledge. 

 

Office Address
Sweden

Arenavägen 33, 8 vån
121 77 STOCKHOLM

Contact Details

Telefon:
+46 708 877 061

E-post: info@pellagor.com

 

 

 

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