HDFC Standard Life Insurance : Consultant Corner

This application empowers multiple business segments with timely and accurate repository of information and functionalities

Wednesday, May 07, 2008

To empower the Financial Consultants, HDFCSL has to provide them with up-to-date information with respect to their customers, proposals, leads, etc and ensure that the Senior management too has access to all relevant sales data to monitor the sales process effectively. Through this application, which is an Internet-based service, the organization has centralized control over a vast geographical spread for key business units such as Inventory, Training, Licensing, etc. It has helped HDFCSL streamline and optimize the sales operation within. It has been able to drive greater productivity and cost savings as it transforms and streamlines processes that interlink various business groups within the org (B2B) as well as third party vendors (B2E).Hierarchy Based Reporting provides end users with the facility to drill down to the lowest level of sales hierarchy in a matter of clicks. The Scalable Architecture of the app ensures that new modules, functionalities, etc can be added onto the system as per business needs. The organization is planning to enhance it by integrating with interactive IVR, Web 2.0 technologies like Mash-up, Composite applications.

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