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HDFC Standard Life Insurance : Consultant Corner

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PCQ Bureau
New Update

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.

Sunil

Rawlani




Chief Information Officer



Project Specs


Deployment Location:



Web based, hence accessible from anywhere

Tech Used:



Hardware: Dell PowerEdge Series Servers for Web server and DB, A NetApp based FAS

Software: Frontend: ASP .Net 2.0, Flash, Captivate, Oracle 10G Database,

OS: Windows 2003 Server

HTML to PDF Convertor, PDF 995, Synaptris Intelliview reporting tool

Services and support

utilized




SMS services, ACL Wireless

Expected life:

Till 2010

Implementation

Partner




Dr. Paresh Paul, Mphasis

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