SFS Insurance Front Office Solutions MultiChannel Management

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SFS Insurance Front Office Solutions
(Multi-Channel Management)
SFS PROSALES SPEED UP PROPOSAL PROCESSES EARN
TIME MONEY

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Overview

• SFS developed SFS ProSales after deep analyses
  on insurance industry to speed up and facilitate
  channel proposal processes. The system enables
  companies focus on sales and profits by
  decreasing professional sales costs of channels
  and shortening proposal processes.
• SFS ProSales consists in three modules
• SFS ProSales Central (central module for system
  administration, designs and updates.)
• SFS E-ProSales (module for local proposal
  processes in offices)
• SFS M-ProSales (module for mobile proposal
  processes)

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Overview

• SFS Prosales enables insurance companies
• Shorten proposal processes,
• Increase proposal quality,
• Save operational costs,
• Develop customized services to customers and
  channels,
• Save communication and documentation costs,
• Execute, follow up and analyze sales processes
  real-time

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SFS ProSales Architecture

Agency
SFS E-ProSales
SFS M-ProSales
GPRS Internet
SFS ProSales Central
Company
SFS Integrators Designers
Central Company System
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Advantages of SFS ProSales

• Advantages for channels
• Shortened proposal production processes by
  enabling proposal productions with minimum data.
• Proposals are sent to customers via e-mail, fax
  and printed, thus communication costs are
  decreased.
• Proposals contain more than one product. Decision
  making process of customers is facilitated by
  comparing the products in the proposal.
• All proposals are saved. These data can be used
  in the analyses about customers, sales ratios and
  channels.

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Advantages of SFS ProSales

• Advantages for insurance companies
• System can be implemented in four-six weeks
  period and be used live after this period.
• Products can be defined and updated by
  non-technical employees. One product can be
  defined in one day on average.
• No need of additional installations to channels.
• After a short period of training it can be used
  easily by users with its user friendly screens
  and easy usage.
• Proposals are followed up in the base of customer
  and channel real-time.

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SFS ProSales Features

• Product and Proposal Design
• Products, proposals and marketing documents used
  in proposal processes are designed, defined and
  updated without any change in software codes.
  Risk acceptance rules of the insurance company
  are implemented to product and proposal designs,.
• Proposals
• Proposals that contain more than one product
  with all product details are prepared and send on
  the system. Proposal approval processes are
  followed up. Multi-risk proposals (like a
  proposal consist fire, thief and auto insurance
  products) are prepared and executed.

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SFS ProSales Features

• Product Comparisons
• Different products in a proposal can be compared
  according to payment plan, cover, excess and
  other criteria. Product comparisons can be
  prepared as a separate document or as a part of
  the proposal.
• Customer Portfolios
• The system recognizes the customer portfolios of
  channels and provides the security of the
  channels portfolio within the rules that the
  insurance company sets.

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SFS ProSales Features

• Sending the Proposals
• Proposals can be send to customers via e-mail,
  fax and/or as a physical document. Results of
  e-mail and fax sending can be followed. System
  has a fax server and can integrate with existing
  fax servers.
• Integration
• SFS B2B Integrator integrates SFS ProSales with
  the existing system of the insurance company.
  Proposal can be sent to the central system for an
  approval process and results can be sent to the
  SFS ProSales.

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SFS E-ProSales

• SFS E-ProSales is used in the channels offices
  and enables channels give proposals in their own
  offices real-time and fast.
• No installation in channels is required.
• Supports dynamic pricing.
• Can be quickly operational in any requested sales
  point such as banks, shops etc.

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SFS E-ProSales

• By SFS E-ProSales, the channels
• Run the sales processes within the rules that the
  insurance company sets.
• Can give real-time proposals and have more time
  for the customer.
• Can send the proposals to the customers via
  e-mail and fax.
• Can compare the products in the proposal and
  inform the customer about the comparison results.

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SFS M-ProSales

• SFS M-ProSales enables channels give proposals
  mobile, location free by GPRS supported laptops
  and mobile phones.
• No installment in laptops or mobile phones is
  required.
• System supports dynamic pricing.
• SFS M-ProSales and SFS E-ProSales work on the
  same SFS ProSales Central. In this manner they
  can separately be used for the same proposal.

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SFS M-ProSales

• By SFS M-ProSales,
• The channels can give proposals to customers
  wherever they are and do not miss any sales
  opportunity.
• Operational costs caused by customer information
  collection and related proposal preparing in
  offices disappear.
• As in SFS E-ProSales, proposals are sent from the
  insurance companys mail and fax servers.
• Products in the proposal can be compared and the
  customer is supported for quick decision in the
  sales point.

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Why SFS ?

• Long lasting insurance experience and domain
  expertise
• Deep knowledge on key success factors of front
  office solutions
• Concentration on customers needs
• Project management experience in complex
  insurance projects
• Post project maintenance and support services
• Web based success proven advanced technology
• Designer based Insurance Business Models

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Why SFS ?

• Integrated CRM framework specialized for
  insurance
• Low operation, hardware and communications costs
• Decreased software maintenance cost by designers
  modifications
• Optional integration to SFS Sales Marketing
  systems
• Optional integration to SFS Back-Office system
• Experience in Bankassurance

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Some of SFS Existing Customers
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Some of Satisfied SFS Customers...