Brick Channels

Ensurees to contact for this module:

Client key questions

How to integrate brick and digital channels?

Ensur helps clients identify and document the added value of each channel; detail the requirements and processes that constitute a truly multichannel venture; describe the customer journey through the different channels; visualize the Target Channel Model; select and implement the technology underpinning this venture.

How to maximize commercial time of agents and brokers?

Ensur helps clients identify and document the added value of each channel; detail the requirements and processes that constitute a truly multichannel venture; describe the customer journey through the different channels; visualize the Target Channel Model; select and implement the technology underpinning this venture.

How to make sales processes more efficient?

Ensur helps clients assess their processes against market practices and performance; re-engineer processes using proven methodologies and tools for design and documentation; typically applying principles of Lean (cut waste, manual work, rework, …) and Business Architecture (linking strategy and applications through E2E processes); document process goals; document internal and external responsibilities down to lowest level of activity (procedures); pilot and implement the improved processes.

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References

Please select the reference you are interested in

PRE-SALES TOOL IMPLEMENTATION @ BE INSURER

 


PRE-SALES TOOL IMPLEMENTATION @ BE INSURER
The client was looking for a native application to facilitate the pre-sales and sales process. Ensur completed the pre-study, selected the right package and implemented the solution.

 

Client issues & objectives

  • Design and Implementation of a new mobile sales tool (iConsult), taking into account
    1. Business vision developend by Sales
    2. Legal requirements: AssurMiFID
    3. Process optimisation & efficiency improvement
    4. requirements set by the Operations department
  • Decomissioning of old front office tools
  • Integration with Contract Management Systems

Ensur roles & Deliverables

  • Support internal people with analysis work
  • Overall delivery responsibility for business and functional analysis documents + alignment with external software provider
  • Steering of internal resources + facilitation of workshops
  • Support of internal PM: planning, project coordination, provide insight on details and content of different streams
  • Test planning and coordination of delivered functionalities
  • Follow up internal developments by IT

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