ICICI Prudential Life Insurance-Telesales Lead Management

With the increasing demands of business, the management of data had become

very difficult, as it lay disorganized in the manual systems and basic

applications. A lot of time was consumed in tracking leads or turning them

into customers. And as the tele-calling operations of the organization are

outsourced, the efficiency and accuracy of information was not very high. Or,

the correct information was not tagged at the correct place. The organization

took the right step forward in going for a completely automated telesales lead

management solution. As a result, a powerful Web-based system was formulated,

which helped ICICI Prudential Life Insurance to streamline operations, achieve

effective lead management and control as well as ensure smooth functioning. The

new Web-based system takes care of all processes like generating standard

forms/policies from the information gathered from the customer, converting it

into PDFs and then distributing the leads to sales staff/agents. The admin

module is intelligent enough to allocate policies from a particular region to

someone from that region only. You can also set parameters and logics to enable

the allocation of particular types of policies to a selected set of people. The

time taken in all intermediate processes has been shortened considerably, and

now when an agent gets the policy PDF, all he has to do is to get a printout and

get it signed by the customer.

	Project Specs Business problem: Day-to-day operations of managing leads and converting them into deals were complex and took a lot of time with manual systems in place IT solution: An automated Web-based lead management solution Impact: Business increased by about 40% in terms of revenues Implementation partner: SYSTIME Computer Systems
Sumit Puri, Group Head, C & D

The system is currently operational in more than 19 cities where it is giving

practical control over productivity. Real time MISs can also be captured through

this system.

The system works on Oracle 9i as the database, Apache 2.1 as the Web server,

WebLogic 8.1 as the application server. The deployment has been done on a

Solaris 5.9 server and the Web interface used is J2EE.