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Other Finalists : ICICI Prudential Life Insurance : Integrated Sales Solution for Doctor Empanelment

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PCQ Bureau
New Update

For their health insurance products ICICI Prudential Life Insurance Company

has been harvesting lead management through various channels. The Doctor channel

was one unique channel from where the company could get the best leads from, as

this channel included doctors and pharmacy retailers. The key focus behind

conceptualization of this project was better management of the generation of

leads, sales and tracking of health insurance products via this new distribution

channel.

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Company Scenario
Before Deployment
  • Proper lead management and effective tracking of leads wasn't

    possible.
  • It wasn't possible to check whether as a referral partner the doctor

    is providing effective leads to the FSCs.
After Deployment
  • With the new system 1,70,000 new leads have been generated.
  • The system helps the FSC for first time and guides him to plan his

    business, visits and overall doctor management efficiently.
Project Head

Chaya Pisupati, Senior VP - IT

Implementation Partner
Kamya Merani, SYSTIME 



Computer Systems

The doctor's channel has more than 31,000 doctors listed while there are

23,000 chemists under retailer channel across 65 towns that are used as referral

partners to sell health insurance, apart from 2300 Feet on Street Consultants (FSCs).

However, there wasn't an effective lead management system. Issues like doctors

giving desired results to FSCs couldn't be tracked and monitored. Integrated

Sales Solution for Doctor Empanelment System was the final evolution of the

above stated challenges and the business requirements of this niche segment. One

of the key challenge that was met through this project was to manage effectively

the different needs of the segmented channel.

The Doctor Empanelment System has been developed on Java platform and during

development of the project they faced a technical challenge to design the system

in such a way that it could be integrated and implemented across the different

existing Atlas suite of applications with minimum code change.

The FSCs, equipped with mini-laptops, are able to login into the Doctor

Empanelment System remotely and do not have to make a visit each day to their

centers to submit their activity reports. The FSC can now get alerts about which

doctors he has to visit to get the leads, and correspondingly he feeds those

leads details into the system.

The managers can also keep track of FSCs under him for their performance and

their daily activities. The system has helped in handling 1,70,000 leads in the

past year generated through the doctor channel. With the automation of the

process, the monitoring of the activities of the doctor, FSCs and their managers

has become easy.

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