Project Inspire: 'Future Proofing' HDFC Life
20
Journey Simplification: Easier customer journey via digital integrations
HDFC
Life
Sarutha ke jiyo!
Insta
Check
Info →
Check financial and medical
eligibility instantly
Check Eligibility
Check
Eligibility + Premium
Check
+
All inclusive
Eligibility+Premium+Medical
OR
Upload and Fetch documents here
>
Upload/Fetch Documents
>
Instacheck: Easing customer journey by document collection and eligibility
check at quote level itself
asa]
Improve customer experience and reduce the TATS by minimizing the
requirements raised during UW process
At quote level, conducting
•
•
Financial and medical eligibility- upfronting the requirements to reduce
back and forth
Integrating with third-party entities (account aggregators, CKYC, ITR
portal) to fetch and upload the documents with minimal friction
Designed as open APIs to be integrated into any product/ journey and can
be extended to partners too
Profitable
distribution
Diversified
Risk
Technology,
growth
first
Customer
management
digital &
mix
& governance
Analytics
HDFC
LifeView entire presentation