Financial Portfolio Management
1. Show the Clients Policy performance
2. Show the Fund Value for each portfolio.
3. Each Client can Search his profile policies
4. Show the Fund Value for each portfolio.
5. Fund Analysis description etc.
CRM (Customer Relation Management)
Customer Retention- Customer retention is a strategic process to keep or retain the existing customers and not letting them to diverge or defect to other suppliers or organization for business. Usually a loyal customer is tended towards sticking to a particular brand or product as far as his basic needs continue to be properly fulfilled. He does not opt for taking a risk in going for a new product. More is the possibility to retain customers the more is the probability of net growth of business.
Customer Complaints- Always there exists a challenge for suppliers to deal with complaints raised by customers. Normally raising a complaint indicates the act of dissatisfaction of the customer. There can be several reasons for a customer to launch a complaint. A genuine reason can also exist due to which the customer is dissatisfied but sometimes complaints are launched due to some sort of misunderstanding in analyzing and interpreting the conditions of the deal provided by the supplier regarding any product or service. Handling these complaints to ultimate satisfaction of the customer is substantial for any organization and hence it is essential for them to have predefined set of process in CRM to deal with these complaints and efficiently resolve it in no time.
Customer Service- In an organization Customer Service is the process of delivering information and services regarding all the products and brands. Customer satisfaction depends on quality of service provided to him by the supplier. The organization has not only to elaborate and clarify the details of the services to be provided to the customer but also to abide with the conditions as well. If the quality and trend of service go beyond customer’s expectation, the organization is supposed to have a good business with customers.
Document Management Module
Support the difference layer permission user download material.( Support pdf, doc, xls, powerpoint etc.)
Integration Insurance Datafeed
Support data feed upload(Friends, Zurich, AXA, FTlife, Standardlife, FWD, Sunlife, Mass Mutual, Royal skandia, Old Mutual etc.)