Channel Management System (CMS)
New Business & Pre-Underwriting Software supporting multiple
channels (Banks, Agents, Corporate Agents, Intermediaries etc.)
  CMS - Channel Management System
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.
Our product Precentia CMS offers
1. Channel Communication Portal which
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 and proposal / policy status
Provides financial calculator (retirement, home mortgage)
2. Percentia Agent which provides
Customer Management which includes entry of customer data and retrieval of customer data for quick reference
Contact management which provides setting up of appointments, periodical appointment reminder, diary on preparation for appointment
and update on status of appointment
3. Fact Finding which includes
Ability to capture financial data of customer
Ability to review financial status of customer
4. Financial Needs Analysis which has
Ability to engage sales concept during prospecting
Income replacement
Retirement
Savings
Education
Recommend products, benefits and premiums
5. Sales Illustrations withSelection of plans
Entry of plan details
Generation of premiums, benefits, coverage and projected value
6. Proposal Management with
Proposal input with e-signature to provide seamless and paperless proposal submission to back-end
Jet underwriting to accept standard proposals
7. Training
Provides scheduler training updates
Training registration for participation
Updates of training availability