Proceso de venta en tiempo real creado en seis meses con la colaboración de Capgemini.
“We have tens of thousands of agents, so providing each agent with the ability
to bring in even one additional policy per year can translate into gains.”
Scott Krienke, Vice President, Individual Medical Markets, Assurant Health
Assurant Health embarked on a program focused on increasing sales while reducing
costs. The goal was to streamline the sales process from quote to application
and make it easier for agents to conduct business. A centerpiece of the strategy
was an Internet-based site for agents to get quotes, submit applications, and
monitor and respond to underwriting inquiries.
Assurant Health and Capgemini worked together to gather business and technical
requirements, define the architecture, develop the solution and roll out to distribution
channels. Accelerated workshops focused on developing the solution formed a key
element of the approach with success hinging on developing a comprehensive adoption
and rollout plan.
The collaboration led to the Electronic Agent Sales Experience (EASE), a Microsoft
.NET web application as a real-time agent sales tool to create quotes, submit
applications and communicate with underwriting.
From this .NET springboard, a Desktop version of the quoting and submission program
for Individual Medical products was created to replace the legacy proposal software.
The enhanced solution allows agents to complete an application anywhere and submit
it when online. Assurant Health also leveraged EASE to introduce a customer website
to market Individual Medical products directly to the consumer.
From planning and design to deployment leveraging Capgemini’s Rightshore™ model,
the joint team delivered EASE in 6 months, on-time and under budget. The project
has impacted key areas at Assurant Health such as efficiency in the underwriting
process and cycle time compression for sales operations. With the potential of
150,000 agents using EASE, Assurant Health is on target to achieve its objectives.