'Visible TM' Reduces Application Time by 20 Minutes
Comprehensive Overhaul of Agent Support Platform 'Angel Planner'
Dongyang Life Insurance announced on May 8 that it has completed its "Sales Support System Advancement" project, which has been underway for about a year to improve the convenience of its agents and enhance the quality of customer service.
The project focused on key initiatives such as the introduction of the "Visible TM" service and the advancement of "Angel Planner," an integrated customer and contract management platform for agents.
In January, the company introduced "Visible TM," which allows agents to explain products via smartphone, significantly improving the application process. Visible TM enables agents to share the insurance enrollment screen with customers in real-time through their smartphones while providing explanations.
Previously, phone-based applications that relied solely on customer voice took an average of 40 minutes, but with Visible TM, the process has been reduced to 20 minutes.
Field agents have responded positively, noting that the system enables a simple, non-face-to-face application process similar to in-person interactions. The rate of complete sales has also improved.
The Angel Planner system has also been upgraded to further enhance agent convenience. Previously, the same screen was used for both PCs and tablets. Dongyang Life Insurance has now implemented interfaces optimized for each device, revamping both the user interface (UI) and user experience (UX).
In particular, the introduction of a video system has made it possible not only to consult with customers via screen sharing but also to solicit insurance enrollments. With more advanced design and application features, agents can now provide customized insurance plans based on more detailed information such as policy period, payment period, and payment frequency.
The mobile sales support system has also undergone a complete UI and UX overhaul to improve usability. The system has evolved beyond simply viewing existing contracts, allowing agents to recommend available plans to both existing and prospective customers via mobile devices.
Additionally, the system supports key tasks such as sending insurance plan proposals, further increasing agent work efficiency.
A Dongyang Life Insurance representative stated, "We pursued this project not only to enhance agent convenience in response to changes in the market environment and technology, but also to provide customers with faster and more detailed services." The representative added, "We will continue to support our agents in performing customer-related tasks more efficiently, thereby strengthening both our sales competitiveness and customer satisfaction."
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