Investor Presentaiton
Bancassurance powered by innovation, technology and people
Product
proposition
Comprehensive
product suite
across par,
non-par, term,
annuity, ULIP
Combo
insurance
products
Partner experience
& engagement
Tech &
Digitization
Defined
engagement
metrics
Insta
Quote
InstaPlan
measured
digitally
CSR
Joint CSR¹
INSTAIN sure
CORPORATE
initiatives that
SOCIAL
strengthen
relationships
One stop
solution for
generating
illustration
PASA¹ using
analytics
Distribution
Strong presence
across Metro,
Urban & Rural
geographies with
~7K Sales force
Capability building &
resourcing
Strong growth &
presence in
alternate
Y UNite
channels viz.
Virtual, Salary &
HNI
Learning on the
go: mobile
nuggets for skill
enhancement
Comprehensive
engagement and
training
programs for
sales teams
Profitable
distribution
Diversified
leading
Market-
Quality of
growth
insurance
Reimagining
Board and
mix
innovation
management
Innovative term
products
limited
pay, RoP1 and
riders
Mass distribution
products -POS¹ &
Saral plans
Innovative
retirement
Products through
annuity & pension
Dedicated HNI¹
cell
Virtual
insta assistant for
sales &
service teams
Cloud
Cloud based
customer
Telephony calling solution
for sales
Pre-conversion
verification via Chat
Reducing need of
physical presence
by digitization
through WISE² &
Non Assisted PCVC3
Digital sales
verification via
WhatsApp chat,
video app or calling
Strong YoY
growth in Group
insurance through
Credit Protect
Structured
rewards and
recognition
program
Increasing
business pie
through POS
products attached
in assets
Gamified learning
experience
through mobile
app & simulations
POS: Point of Sales; PASA: Pre-approved Sum Assured; RoP: Return of Premium; HNI: High Networth Individual; CSR: Corporate Social Responsibility
WISE: Frontline digital tool, enables virtual onboarding of customers in the presence of a HDFC Life representative
1.
2.
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3.
PCVC: Pre Conversion Verification Call
HDFC
LifeView entire presentation