|
|
|
A fully integrated
front office support suite comprised of Customer Data Management,
Activity Tracking, Financial Needs Analysis, On-line Quoting,
Electronic Application, Production Inquiry, and a Web CRM module |
|
|
|
|
Supports on-line,
off-line and PDA mode |
|
|
|
|
100% browser-based,
fully J2EE-compliant, with multi-language (including double-byte
capability) and multi-currency support |
|
|
|
|
Enables organizations to dramatically
reduce training & support times, product implementation time and costs, and maintenance costs
|
|
|
|
| Feature
Clients |
|
 |
|
 |
|
|
121 System
A Sales and Distribution Management System |
Product Overview  |
 |
121 is a highly flexible, user-friendly
and comprehensive solution that supports all life insurance
distribution channels such as career agents, brokers/independent
agents, financial services professionals, and non-traditional
channels such as banks, retail partners, etc. Via producer
and customer portals it provides support for an incredible
array of distribution processes, including:
|
| |
 |
Prospecting |
|
Appointment/calendar
management |
|
Needs analysis |
|
Quick quote |
|
Illustrations |
|
Applications (paper or
electronic) |
|
Production tracking and
reporting (including referrals) |
|
Customer self-service (including
policy inquiry, fund balancing, address change
request, and much more) |
|
|
Producer performance metrics |
|
Self-built and managed,
compliance-friendly producer homepages with
customer self-service capabilities (using agent-friendly
wizards) |
|
Automated status alerts
for missing/outstanding requirements, pending
application status, pending policy lapse, life
events, etc. (via email, text message, etc.) |
|
“Orphaned” policy and prospect
management |
|
|
|
|
| Features |
|
The most impressive feature of the 121 System is its ability to capture customer information one time and leverage that data throughout the sales process, from the initial meeting or phone call all the way through to policy issuance. Information gathered at each step of the process, from the first contact with the customer forward, is transferred first to a needs analysis, then to a quote, an illustration, the electronic application and finally to the policy itself. The goal of a paperless end-to-end process is finally within reach.
In addition to delivering a customer self-service portal out-of-the-box, 121 provides a comprehensive agent portal with a broad set of tools for self-service, customer service, and much more.
|
| |
Available Distribution Channel-Specific
Producer Portal Features |
| |
| Personalized Home Page |
|
Home office/Distribution
channel news |
|
Calendaring/Appointment
view |
|
Sales contest/Incentive
program results |
|
|
Discussion forum |
|
Online enrollment (for
training/exams) |
|
Status summary (pending
and inforce highlights) |
|
|
| |
System
Administration |
|
System setup |
|
User maintenance |
|
Forms download library |
|
Personal homepage builder
template management |
|
User roles and security |
|
|
Calendar system maintenance |
|
News updates |
|
Add/update/delete training
classes and exams |
|
Audit logs |
|
|
| |
Production
Tracking (Agent/Agency/MGA/BGA/etc.) |
|
Hierarchy structure management |
|
Pending business summary |
|
Productivity analysis |
|
|
Individual or team production
tracking |
|
Production inquiry* |
|
Lapse inquiry |
|
|
| |
|
| |
The provided customer portal gives customers
the information they need, avoiding unnecessary calls
to the service center. Better still, this information
can be provided via an agents carrier-branded personal
homepage as created by the homepage builder. Producers
can also add customer self-service capabilities to their
existing Websites. Customers can view policy information,
policy loans, policy and fund values, billing information,
cash value, beneficiary information, agent information,
and more. Customers can also initiate a change of address
request.
|
|
|
| System Highlights |
| |
Integrated Full-lifecycle Advice |
|
121 provides comprehensive advisory functionality that
drives the full-lifecycle of integrated advisory processes
spanning sales prospecting, investor profiling, financial
planning, asset allocation, investment selection and
portfolio construction, portfolio monitoring and analysis,
portfolio rebalancing, client review and reporting.
|
|
| |
Guided Selling |
|
121 provides a guided selling and
workflow framework that includes pre-built processes
that can
be configured to meet individual channel needs. Features
include lead assignment and routing, process monitoring
and the ability to view detailed task history.
|
|
| |
Compliance |
|
121 enables firms to implement compliance implicitly
through business rules, process definitions and output
templates or explicitly through conditional review
and approval tasks within sales processes. Not only
can firms ensure that they meet changing regulations
in a flexible manner but also ensure consistent adherence
to firm-defined policies, guidelines and procedures.
|
|
| |
On-line & Offline |
|
121 offers a wide range of
platforms from Internet-connected desktop PCs
to PDAs and disconnected laptops. Whether financial
advisors are online or on the road, they can
always access 121 to perform critical business
tasks, with the simplicity of automatic synchronization
every time they reconnect. Even offline 121
provides the same familiar, easy-to-use browser
interface that is provided for online users.
|
|
| |
A Modular Solution |
|
Insurers can choose to implement 121
as a part of the EAB Integrated Insurance System, as
a separate
but complete enterprise front-office solution with
their existing policy administration system(s), or
they can choose to license individual modules or
components to meet specific needs, giving them the
flexibility to build an enterprise solution incrementally
by implementing specific 121 modules, one at a time.
Available modules include iQuote (quick quote and
illustrations), eApp (electronic applications),
FNA (needs analysis and reporting), and iComp (compensation system).
|
|
|
|
|
