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Lead Management for Birla Sunlife Insurance

Lead Management for Birla Sunlife Insurance
Mobien Tech Case Study - BSLI

Birla Sun Life Insurance Company Limited (BSLI) is a joint venture between the Aditya Birla Group, a well-known Indian conglomerate and Sun Life Financial Inc, one of the leading international financial services organizations from Canada. With an experience of over a decade, BSLI has contributed to the growth and development of the Indian life insurance industry and currently is one of the leading life insurance companies in the country. BSLI generates leads through their direct sales force and also they work with different third parties likes Banks, Brokers etc. This information captured is not available at a central location for reporting and analysis. Also there are training sessions conducted by BSLI, information for which is also not available with the management.

iNotify mobile enterprise application platform was deployed to be accessed by their frontline Sales Force and also third party agents. The mobile device application is used to capture information like new lead generation and update the output of the meeting with the prospect. This helps management to analyse various parameters like number of leads generated, success conversion ratio etc. Also information like training’s conducted for Direct Sales Force as well as Third Party, recruitment’s done, campaigns conducted is captured and centrally available. Application also provides access to information/queries like Premium value, Policy NAV etc. It also brought a complete visibility on the sales conversion process in real time.

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