Reduction in Overheads

  • Reduction in Overheads
  • Improved Quality of Enquiries
  • Improved Quantity of Purchases
  • Improved Staffs Effectiveness

 The Case

A client offers to buy endowment policies that are no longer useful to their owners. They wanted a way to make their staff more productive.  We took their pricing engine and utilised it in a web page so that members of the public and intermediaries could produce all of the offer documentation on line.   In addition the engine was enhanced in such a way so that intermediaries who gave substantial repeat business could deliver the policy information in bulk format.  By converting all of their enquiries to come via this new engine they can expect to save 35% of their staff overhead.