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PrecentiaCMS

  14 May 2015    Posted by admin    Leave a Comment

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.

Products

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




  • Our Products

  • Our Contact

    Interested applicants are invited to write in with full resume, current salary, expected salary and passport size photograph or fax to: –

    DynaFront Systems Bhd (382732 W)
    Human Resource Department
    C-8-1, 8th Floor,
    Corporate Office Tower Block C,
    KL Trillion,
    338, Jalan Tun Razak,
    50450 Kuala Lumpur.

    Tel : (603) 2713 5778
    Fax : (603) 2713 5768
    inquiry@dynafront.com