MiO POSP or Advisor or Agent App that allows to provide seamless process for customer login, lead management, policy login, customer profiling, need analysis, quote generation and onboarding, all in real-time.
You can integrate MiO Advisor /POSP for:
- Customer /Policy Lead Management
- Customer lead profiling and scoring
- Sales & Performance Dashboard
- Monitoring & Insights
- Payments & Renewals
- Quote Generation for All Insurance Products (Life Insurance, Health Insurance and General Insurance)
- Advisor Passbook for commission & payments
- Policy Lead Generation & Lead Scoring
- Policy Quote and Policy Issuance
- Customer connect & policy selling
- Video conferencing & Calling System
- Customer /Policy Need Analysis
- Meetings, Calendar, Invite and more
- Automated customer On-boarding & policy buying
- IRDA Training /Content/Videos
- Marketing Communication & Sales [SMS, Whatsapp, FB, Email etc.]
- Integrated Speech Insights
- Data, File, Screen Sharing
- Location Based Insights
- Calendar & Map
-Video /Audio Recording
- Chat & communication
- Workflow, Dashboard & Analytics
Digital tool for better customer experience, policy buying, selling and increase insurance distribution.
Connect Anywhere, Anytime. 24X7 Insurance for POSP/Agent/Advisor.