Singapore life

Singapore Life needed a solid solution that would put its sales, onboarding, customer service and profile management processes under a single portal's umbrella. Customer data was duplicated in many instances, repetitive applications were submitted, and retrieving accurate data became a tedious task for its agents.

In addition, when existing customers called up the customer care with issues or questions, agents were unable to deliver timely service because customer information was stored in multiple locations, and many a times information was not up to date. The company also wished to get more of its agents in banks to sell policies to customers: a feat which was possible only if stringent banking security standards were met. 

Singapore Life had these specific requirements: 

• An easy-to-use UI/UX 
• Synchronize data while offline 
• Validate and approve customer transactions and onboarding 
• Adhere to strict banking security protocols to manage customer information 
• Provide seamless customer service 
• Enhance the productivity of agents