Investor Presentaiton
Tata AIA Life - Partnership Distribution
Multi-dimensional Integration for Seamless Customer Onboarding
Lead capture - partner
CRM, referral & ECM
Product
selection
Suitability analysis
AIA
Business Sales
(ANP)
195%
CAGR
(FY18-21)
}
W
+39 pps
Profitability
(VONB margin)
Increase
Match scores with non-medical limits, tele-
medical & financial grids and inform customer of
eKYC through
API/OCR
Quotation & policy
number generated
(FY18-21)
Premium payment
online through gateway
~30 mins
journey time
medical/financial waiver
Issuance
System transfers data to TPA &
customer receives call for
telemedical underwriting
Customer completes
application form, medical
fixed for medical cases
p
Application form
submission
OTP validation for
application form
Productivity
2.2x
Growth
(FY18-21)
ā
Document upload financial
documents waived if Bureau
score matches financial grid
Wallet Share
(vs. two peers)
+18 pps
Increase
(FY18-21)
Note: Performance of one of Tata AIA Life's bancassurance
partners post launch of remote sales, presented on the
31 March financial year-end basis
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