Max Life insures it's lead
workflow management through .NET
Profile
Max Life is a life insurance solutions organization. The
company is an association between New York Life and Max India.
In recognition of their high standards of service, they were
the first life insurance company in India to be awarded the
IS0 9001:2000 Certification.
Customer Situation
Max New York Life Insurance faced the challenge of
capturing and managing voluminous data on potential
customers. The data related to banks, financial institutions
and customer goods companies was scattered across multiple
internal databases.
Integrated access to data was a huge concern area.
This further impacted their planning activities. The
company was not able to effectively record and track
qualified business opportunities. |
 vSell
is a complete lead workflow and campaign management
application. Developed on Microsoft technologies,
by a Microsoft Certified Partner organization,
vSell is based on the actual needs of our customers.
Max Life
Representative
www.maxnewyorklife.com
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Solution
Path Infotech designed a complete end-to-end solution
"vSell" for Lead Management. The solution captures data
from various sources, irrespective of the data format.
It further enables data mining based on complex business
rules.
The solution also provides a user-friendly mechanism
for managing the complete lifecycle of leads. There
is an in-built escalation process to alert at various
hierarchical levels. It has the flexibility of configuring
features based on the organization. Further, the solution
can be customized to achieve a higher level of integration. |
Benefits
The project implementation was cost effective. From an operations
perspective, the company has monitored time and cost savings
through "vSell".
Better turn around time is now a way of life, with a single
sign-on system providing better security.
Max Life has also gained from being able to track campaign
ROI, the number of leads closed, and the revenue generated.
Partner: Path Infotech
Website: www.pathinfotech.com |
