HDFC Standard Life Insurance : Consultant Corner

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.