SWADHEEN
- 2. IDEA BEHIND THE PROGRAM • THERE ARE LOTS OF DATA ENTRY ERRORS MADE BY OUTSOURCING AGENCIES(LIKE CHANGE IN SPELLINGS IN THE NAME OF THE CUSTOMER OR HIS/HER FAMILY DETAILS ETC) WHILE UPDATING IN THE SYSTEM. • IT CAUSE DELAY IN ISSUANCE OF POLICIES ie THE PROPOSALS ARE PENDING IN PRE-PREPOSITIONS DUE TO WRONG PHONE NO. ENTERED BY THE OUTSOURCING AGENCIES . • DUE TO DATA ENTRY ERRORS THE POST ISSUANCE CUSTOMER REQUESTS INCRESES WHICH AGAIN TAKES TIME AND EFFECIENCY OF THE EMPLOYEES AND ALSO AFFECTS THE IMAGE OF SBILIFE IN THE MINDES OF THE CUSTOMER.
- 3. IMPLEMENTATION • THE DATA ENTRY OF THE PROPOSAL WILL BE MADE WHILE INWARD OF THE PROPOSAL . • ALL THE DETAILS ARE ALREADY FILLED BY THE OPERATION TEAM OF BRANCH IN THE SYSTEM WHICH WILL AUTOMATICALLY CONSIDERD FOR DATA ENTRY AND UPDATED IN THE SYSTEM. • THE PREE ISSUANCE CALLING CAN BE MADE ON THE SAME DAY ON THE CONTACT NO. OF THE CUSTOMER. • ALL THE PROPOSAL QUESTIONS SHOULD BE MENTIONED WHILE INWARD OF THE PROPOSAL IN THE SYSTEM. LIKE FAMILY HISTORY AND OTHER IMPORTANT DETAILS MENTIONED IN THE PROPOSAL FORM. • IN ORDER TO PREVENT THE DATA ENTRY ERRORS AND POST ISSUANCE CUSTOMER REQUESTS THERE SHOULD BE A TFT SCREEN INSTALLED IN ALL THE BRANCHES FOR THE CUSTOMERS WHICH IS CONNECTED WITH THE OPEARATIONS SYSTEM JUST FOR SHOWING THE PROCESSING ON CUSTOMER REQUESTS AND FOR CHECK AND CONFIRMATION OF THWE CUSTOMER THAT ALL THE DATA ENTRY MADE ARE CORRECT WHILE INWARDING THE PROPOSAL IN THE SYSTEM.
- 4. BENEFITS TO COMPANY • COST SAVING - AS THE AMOUNT PAID TO THE OUTSOURCING AGENCIES FOR DATA ENTRY CAN BE SAVED. • FASTER ISSUANCE OF POLICIES. • REDUCTION IN POST ISSUANCE CUSTOMER REQUESTS. • SAVES TIME AND EFFECIENCY OF THE STAFF. • HELPS IN BUILDING CUSTOMER LOYALTY. • IMPROVES PROCESS QUALITY. • REDUCES THE TAT TIME OF ISSUANCE OF POLICY.
- 5. THANK YOU