FWD SMART - AD is designed for support Sale Force exclusive for Alternative Distribution channels to be able to enhance their sales performance with an easy to use both illustration tool and Application submission ANYWHERE ANYTIME. There are 2 main feature, Proposal creation and Application Submission. These features will guide you to create the sale proposal and show you the product benefits against customer's requirement, outline the sale conditions, product benefits in graphically and link to the application submission, convert to application form ready to continue to complete details information and summit application online. The validation and pre-underwriting decision will reveal after successfully submission which allow customer to get inform pre-approval status before the physical application reach to the head office. The customers can also receive the completed sale proposal or application notice (in version upgrade) via email and the system enables automatic updating of new product information and application features will keep agent up to date and ready to make the sale.
This application support on Android Tablets.
Sale Proposal Features summary:
- Information filtering
- Active Benefit Report yearly basis in real time
- Get premium calculation based on input customer requirement
- Get product benefit comparison
- Get Proposal via Email
- Up to date in one click anywhere, anytime
Smart Application Features summary:
- Integrated information from Sale Proposal
- Can work both online/offline mode
- Validation online to filtering product based on completed customer details
- Get inform pre-approval status with MEMO (if any) before submit the physical application
- Get Completed Application for just Signoff and submit to the Head Office
