Healthier, Longer, Better Lives
Premier Agency: Driving a Step Change in Growth
CAIA Malaysia:
Unrivalled Distribution
RECRUIT
TRAIN
MANAGE
PROSPECT
SELL
SERVICE
Digital Agency Management
100% Digitally-enabled Agency Force
AGENT APP
Q Search Name/ID No./ Policy No.
PERFORMANCE
MY GOALS MYLAN
ANP
CURRENT
839,000
<--18%
NOTIFICATIONS
LEADS
Q
Today
CONVERTED
Toll Lands
150
▼ FILTER
CONVERTED
80 (55%)
EXISTING CUSTOMER
VIKNESH AL VELUCHAMY
+20% 1,180,000
3 AIA Offers
1 Opportunities
PREMIUM MENT SUCCESSFUL
LEE CHONG WEI
CLAIMS PENDING
CHRISE
MALE
POLICY LAPSED
3 AIA Offers
,
AN
Mar 18
Active: 50
NEW LEAD
IN PROGRESS
Mo
Total ANP
6 Mo
RM200.80K
◉
Dashboard showing single view of customer
Integrated with policy administration systems
Marketing and lead generation through social media
Real-time activity management by agents and leaders
Advanced Analytics Enhancing Productivity
Customer purchase
propensity and insights
to improve activity
Performance alerts and
real-time notifications
improving productivity
Gamification to
influence behaviour
and enhance skills
אור
Improved Activity and Productivity
Active Agents
2H19
>20%
2H20
Cases per Active Agent
>15%
2H19
2H20
35
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