Streamlined Sales Acceleration Platform For Insurance & Wealth Management Firms With Satisfying End-to-End Customer Experience

PowerGate collaborated closely with a leading insurance enterprise to develop a robust Point of Sale (POS) and sales force automation suite for insurance sales. It covers the entire sales lifecycle, from lead generation to deal closure, and enables users to manage their sales activities and customer services. The solution caters to insurance agents, brokers, financial advisors, and bancassurance sales, empowering them to work efficiently and enhance customer satisfaction.

As a well-established enterprise in the market, it was important for the client to invite a reputable partner to collaboratively design and deliver this outstanding Fintech product. Leveraging our impressive capabilities and successful pilot project’s track record, PowerGate outperformed five competitors to sign the contract for developing the entire system. One of the unique functions is to analyze customers’ financial situation, insurance needs, and risk profiles, recommending the most appropriate products and often fulfilling regulatory requirements. Its rule engine suggests upsell/cross-sell, and the quotation API enables quick product rollout and sales maximization through automated workflows and eSignature. Prebuilt reports and dashboards provide a 360-degree customer view to facilitate better experience management and upsell/cross-sell.