Product Screenshots

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Excellent Customer Service

Electronic proposal with digital signature that can approved automatically through jet underwriting

Financial Needs

Holistic sales approach from sales "Suspect" to automatic recommendation of products and benefits

Mobility

Portable & Handy that is executed through my devices from PC & laptops

Effective And Efficient Management

Online synchronization with HQ to obtain updated news and productions efficiently. Provides sales and activity management to monitor production targets.

High Productivity

Retrieval of customer data to pursue sales efficiently. Sales cycle is electronically executed with speed and accuracy.

Professionalism

Provides a structured, proficient and impressive sales management tools, thus conducting business professionally

Channel Management System (CMS) addressed the key factors to the success of business prospecting. It concludes the sales process up front thereby providing efficient and effective business transactions. The concept of PrecentiaCMS automates the full sales cycle (until approval) with minimum manual intervention, thus providing a low cost of overhead and maintenance.

Product Description
Please click for more information on PrecentiaCMS
Channel Communication Portal
  • Serve as communication bridge with distribution channels on
    - Latest news announcement
    - Statement account
    - Promotional materials
    - Newsroom
    - Learning center
    - Event calendar
    - Awards & contest
    - Info Bulletin
    - Production
    - Proposal / policy status
  • Provides financial calculator (ie: retirement, home mortgage)
Precentia Agent
  • Customer Management
    - Entry of customer data
    - Retrieval of customer data for quick reference
  • Contact Management
    - Setting up of appointments
    - Periodical appointment reminder
    - Diary on preparation for appointment
    - Update on status of appointment
  • Fact Finding
    - Ability to capture financial data of customer
    - Ability to review financial status of customer
  • Financial Needs Analysis
    - Ability to engage sales concept during prospecting
       - Income replacement
       - Retirement
       - Savings
       - Education
    - Recommend products, benefits and premiums
  • Sales Illustrations
    - Selection of plans
    - Entry of plan details
    - Generation of premiums, benefits, coverage and projected values
  • Proposal Management
    - Proposal input with e-signature to provide seamless and paperless proposal submission to back-end
    - Jet underwriting to accept standard proposals
  • Training
    - Provides scheduler training updates
    - Training registration for participation
    - Updates of training availability