CDO - as - a - Service.

With its primary customer base in Tier 2, Tier 3 cities across the country, SLIC’s operations and business processes were predominantly traditional. Engaged as thought partners on their ‘journey to digital’, we helped them transform their sales and distribution processes using our expertise in design and technology.
Case Study

Shriram Life Insurance.

Aditya Birla Logo

Expertise

Back-End Development
Front-End Development
Strategy Consulting
Business Analytics
Technology Top stack/Bottom stack
UI Design
UX Design
Data Modelling

End-to-end Digital Transformation

The engagement offered an exclusive opportunity to understand specific challenges in the BFSI sector and customer behaviour across demographics as well as a working understanding of regulatory (IRDA) requirements.

Transform Customer Experience.

The revamp included a re-designed webiste layout, new visual language and SEO-optimized content. In addition, the user journey was renewed to ensure parity in the user experience across all products.

GOAL: To redefine customer perception of the brand

Features

Get-a-quote Journeys
Product Information
Claims Management
Customer Support
Assisted Buying
Financial Literacy
Benefit Illustration

Transforming Sales and Operations.

Sales Agents
A sales enablement app that allows Shriram Life to engage and retain Sales Officers (SO), who today, are not “exclusive”. It is designed to facilitate sales, manage customers and ensure engagement by gamifying repetitive processes, conducting contests, easy access to information and bite-sized learning modules.
Features
Lead management | Team Building | Tracking & Scheduling | Learning & Assessment | Scoreboards | Reports
Tele-Sales & Call-centre Operations
Driven by real on-the-ground business context and in line with the SLIC’s sales & operations strategy, this platform serves as an intelligent solution for the management of leads across heterogenous sales channels. The user experience design of this customised CRM replaces existing content management tools and allows for seamless integration with the call center dialer.
Features
Lead Acquisition | Lead Sanitisation | Lead Classification | Application Management | BI Dashboard | Heterogeneous Sale Channels | Customised Role-Based Hierarchy | Reporting

Transforming Marketing Outreach.

Digital Marketing
The marketing collaterals were designed keeping in mind the strategically defined target audience and within the compliance, framework put forth by the IRDA.
Features
Campaign Planning | Creative Strategy | Content and Design | Reporting and Analytics
Lead Generation
A simplified, intuitive, and visually engaging financial advisory tool that allows on-the-field domain experts of Shriram Life to provide financial advisory services by effectively capturing sensitive financial information of the customers and assessing their ‘financial insecurity’.
Features
Data collection | Assisted Journey | Authentication | Recommendation | Financial insecurity score| Lead Management | Document Upload

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Our Capabilities
Aditya Birla Sunlife
Pramerica Life Insurance
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