Insurance /Bancassurance
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1 Insurance /Bancassurance Proven Solutions. Fast Delivery. Terence Ho Director, Sales & Marketing Eastpro Limited Eastpro Company Profile Core Competence Eastpro Solutions Case Studies Summary Contact Information
2 Eastpro COMPNAY PROFILE Vision & Mission Leading FSI Software Vendor in Asia World Class Packaged Software World Class Industries Experience & Best Practices Main Business Areas Packaged Software Software Development Hardware Integration Business & IT Consulting Offices (Hong Kong) (Shenzhen) (Shanghai) Focused Market Financial Services Industries
3 EASTPRO FSI CONVERGED PLATFORM Development Roadmap 2004 ELI System; Life Ins Admin System, Simplified Chinese version 2003 General Insurance System, 2002 One to One Wealth Management Distribution System, Bonds Trading System, 2001 Mutual Fund Distribution Support System 2000 Life Insurance Admin System, empf System, Credit Card Application Processing System 1999 Integrated Securities Trading System 1998 Personal Installment Loan Processing System 1997 Mortgage Loans Processing System 1995 Established Software Development Team 1989 Eastpro Established
4 EASTPRO FSI CONVERGED PLATFORM Overview Distribution Channels e.g. e.g. Agent/Broker/Bank/IFA Agent/Broker/Bank/IFA Connected/Internet/IVRS/PDA Customer Distribution Channel & Sales Services Support, CRM CIM CIM Wealth Wealth Builder Builder iquote iquote eapplication eapplication Portfolio Portfolio services services Report Report writer writer Wealth Management Distribution System (Distribution Mgt, Sales Services Support, CRM) Order Management & Admin Engines Life Insurance (ilife) General Insurance (igeneral) Mutual Fund Bonds ELN/ELD (iwealth) Stock Trading (ists) Personal Loan (PILS) Mortgage Loan (MLS)
5 CORE STRENGTHS We have demonstrated our core capabilities and advantages, through our client services. Prestige Customer Base Reputation in Quality, Reliability and Responsiveness High Quality and Experienced Management Team Committed Staff and Unique Workforce Extensive FSI Expertise Mature Product Modules & Solutions (100% owned by Eastpro) CMMI Compliance Processes Regional Exposure
6 SERVICES Packaged product Customization and Integration Services Customized Application Development Services Consulting Resale and Support for System Software, OA & Hardware System
7 Products Highlight ilife Life Insurance Policy Administration System Support daytoday policy administration functions Application Processing Underwriting Billing Policy Owner Servicing Claim Support Investment Linked policy and traditional Products Multifunds, Multifund house support Webbased, double byte; Chinalized STP enabled
8 SUCCESS STORIES 121 Wealth Management System Distribution Support, Productivities tools, channel management, Performance Monitoring, etc. Customer Info Mgmt (CIM) Financial Needs Analysis ( Wealth Builder) Sales Illustration (iquote) Electronic Application (eapp) Production, submission, lapse enquiries, Performance monitoring, etc. (Agency Portal) CPD Enrollment (CPD System) empf enquiry (empf System) PDA Sales Services (PDA system for Insurance agents) Commission Calculation (Remuneration Calculation System )
9 A MODULAR APPROACH An Example Insurance Sales Sales & Marketing Service Distribution & Channel Management Product & Services Portfolio & Innovations People Customer Services Transaction Processing Data Data Mining, Reporting & Analytical Metrics Process Best Best Practices, Standard Setting, Industry Interface Compliance, Internal Audit, Audit, Risk Risk Management IT IT System Life Life Cycle Cycle Management Technology
10 MARKET SUCCESS Market success is a function of : Market Market Success Product Feature Sales Sales Services Effectiveness Brand Brand Strength
11 INSURANCE CRITICAL SUCCESS FACTORS Commitment from management Recognition of Cultural Difference A well defined process model A well defined selling method A well defined Business Management System A well established IT Management System
12 121 WEALTH MANAGEMENT SYSTEM Customer Info Info Mgmt Module Client profiling Calendar Activities Mgmt Mgmt Activity tracking/monitoring Wealth Builder Module degree degree view view of of customer customer Multiple Multiple channels channels ( ( online, online, offline, offline, PDA, PDA, etc) etc) product product recommendation recommendation Automated Automated proposal proposal writing writing Prospecting Approach First Interview Fact Finding iquote Module electronic electronic quotation quotation engineer engineer for for insurance, insurance, mutual mutual fund, fund, stock, stock, loans loans Prepare Quotation CRM CRM Module portfolio portfolio Wrap Wrap report report production production enquiry enquiry MIS, MIS, performance performance monitoring monitoring Commission Commission ecard ecard Order Mgmt System insurance, insurance, Mutual Mutual Fund Fund Loans Loans Bond Bond eapp eappmodule application application form form filling filling data data upload upload to to legacy legacy system system Closing Interview Fill Fill in in App App Form Delivery & Servicing Order Management AIP AIPprocess
13 NEEDS FOR INSURANCE Distribution Contact Management Sales Tools Calendar Customer/Prospect Database Process/ Activity Tracking etc. Financial Planning /Risk Planning advise Needs Analysis, Target Savings, Financial Calculators Illustration Reports Mobility (online/offline tools, PDA etc.)
14 NEEDS FOR INSURANCE Distribution Proposal Illustration Order Management System Electronic Order System Sales Tracking & Productivity Analysis Premium Billing etc. Commission System & Reporting Commission calculation for different products Management Report etc.
15 SUPPORT FOR INSURANCE Distribution Support Eastpro s 121 Wealth Management System Customer Data Management, Cross Sell or Up Sell Captures, tracks and accesses customer and account data during the sales process Creates compelling, consultative product recommendations and presentations Guided selling, needs analysis and other services Tracks opportunities: revenue, sales stage, win probability and other pre and postsale activities e.g. Customer Servicing & Commission etc.
16 SUPPORT FOR INSURANCE Policy Admin. Support Eastpro s ilife solution Support Day to Day Life Office operations Application and Underwriting Billing Policy Ownership Servicing Claim Functions Agency Management & Commission etc..
17 SUCCESS STORIES ilife, iquote and eapp Principal Company Full Integration Model One of World largest financial Institutions s Insurance arm Support daytoday policy administration functions Application Processing Underwriting Billing Policy Owner Servicing Claim Support Investment Linked policy Multifunds, Multifund house support Deployed the system in 4 months
18 BENEFITS STP Enabled Eliminating new product introduction time Minimizing human error Streamline business process T+X (PREVIOUS) become (T+X2) NOW
19 SUCCESS STORIES 121 System for Innovative Distribution Support A Subsidiary of an international financial group with asset exceeding HKD 1.3 trillion, and operating in 13 countries Lead Management Customer Data Management Process Management Activity Tracking Total Financial Planning / Wealth Management Report Sales Illustration Electronic Application Integration to Multiple manufacturers / products Portfolio Management Wrap Report Customer Servicing Target Marketing Support by power search Online / offline mobile sales force capabilities Regional Deployment for their Asian Countries
20 Key Features Communication Support News room Market commentaries Dealer group diary Forms Download Product information Underwriting, claims and dealer group manuals Sales Services Support diary and activity management Needs analysis Risk product quotations financial plans and product recommendation Dealer Groups Sales management Lead prospect Management Information Support Customer Info Mgmt Product Enquiry customer portfolio summaries product and activity reporting information
21 BENEFIT Objectives Increase New Sales Customer Retention Customer Centric System handling multiple products Improve processes in order to save support costs Process control / monitoring Guide selling process Functions Provide quality services e.g. sale tools, CIM etc. Monitor & manage customer contact/ processes information contact/ processes Customer Centric Portfolio Management System ebusiness infrastructure to enable Straight Thru Processing Proactively update or follow up status of transactions
22 CONTACT INFORMATION Terence Ho Director, Sales & Marketing Eastpro Limited Hong Kong Head Office 2502 AIA Plaza, 18,Hysan Avenue, Causeway, Hong Kong Tel : Fax: Eastpro (Shenzhen) Technology Limited Suite 5T 5/F Fortune Plaza, Shenzhen, China Tel : Fax: Eastpro Limited Shanghai Office Room 1838, 18 Floor Bund Centre, 222 Yan An Road, Shanghai, China Telephone: Web Site : terence.ho@eastpro.com.hk
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