Leadership App

Is it tough for your channel sales managers to track the performance of agents and advisors? Keep a tab on their sales targets and strategies with Leadership App from Datacomp Web Technologies. Make the last minute surprises a thing of the past as our app takes you closer to agents and advisors. Track the activities like calls made, targets contacted, and prospects approached-in real time. The app also simplifies the tasks such as field force motivation programs and on-field collaboration.

Boost the performance of insurance business development officers with Datacomp Leadership App. Help your leaders track and motivate channels with diligence.

An integrated interaction platform that converges agency management efforts, Datacomp Leadership App helps boost channel sales revenue while delivering a range of business advantages.

  • Collaborate: Guide your on-field advisors through Joint Calls.
  • Geo-tagging: Expand market coverage through geo-tagging for field visits.
  • Recruitment: Attract and retain good distributors.
  • Motivate: Improve the distributor performance through Recognition and Rewards.
  • Contests: Boost your leaders’ performance with the contests feature.
  • Lean management: Slash down distribution management costs.

The only product in the market designed to address the unique challenges of the channel champions in the insurance industry, Datacomp Leadership app is being used by over 3,000 professionals today.

  • Goal-setting: Set targets for your agency channels based on their track record-Ambitious, Aggressive, or Moderate.
  • Vigilant supervision: Monitor the recruitment and performance figures on a Daily, Weekly and Monthly basis.
  • Get Microscopic: Review the minute details such as the number of branch visits records, call types (e.g. Recruitment), performance dialog records, technology drive records-Weekly and Monthly.
  • Income accrued: View the tentative commission earned by the leader.
  • Income planned: View the projected income for the current month.
  • Stay updated: Access the latest product Information including new product launches, brochures, leaflets, presentations and videos.
  • Marketing collateral: Get quick access to personalized mailers, insurance concept templates, promotional material, achievements and announcements to promote products and services.
  • Personalized communication: Send greetings for Birthdays and Anniversaries to your clients via SMS or WhatsApp. Choose from a range of designs to personalize every communication.

The mobile app is developed using Xamarin and SQL Server, is compatible with the existing enterprise systems. Users can install it by downloading it on their mobile phones. The user-friendly app requires only a few hours of training-that too, only for those without prior knowledge of (any) enterprise mobile app.

Distributor Assistant App

Speeding up the presales process and ensuring sales readiness of the individual sales professionals is a common challenge faced by distributors and intermediaries in the financial services domain. Datacomp Distributor Assistant App helps your Sales Advisors and Agents take a quantum leap by streamlining your presales function.

Mobilize your sales force with Datacomp Distributor Assistant-the top-grade presales automation platform for insurance distributors, agents, and on-field advisors. Factoring in the time-shortage and self-service requirements of sales professionals, Distributor Assistant is built as a native app for Android with Xamarin for cross-platform scalability.

Streamline your pre-sales function and enable your insurance intermediaries – Advisors and Agents – to take a quantum leap with Distributor Assistant App.

  • Speedy Training Operations: Remotely train your on-field sales force with Distributor Assistant. You can complete your All India training objectives in a short time at no incremental costs.
  • Quality Training Equip your sales teams with usable information assets such as product brochures, customer case studies, whitepapers and simple (yet effective) infographics.
  • Revenue Maximization : Help your sales warriors maximize revenues with the aid of timely personalized tips, tricks, and advice to customers and prospects.
  • Motivation and Rewards : Motivate your teams using gamified contests to reward good performers. Access data on business generated by each agent and advisor-in real-time.
  • Interactive Query Resolution : The app enables distributors and brokers to post online policy-related queries targeted at the insurer’s support team. The chat feature further boosts interactivity as well as time-saving for agents and advisors by facilitating quick response to queries. About

Datacomp’s Distributor Assistant allows agents and advisors to organize their sales tasks-end-to-end.

  • Get Organized : With our app, advisors and agents can automate all activities including Appointments, Client Calls, Field Calls, Calendar of Premiums Due/Overdue, Goal Setting, Income Planner, Proposal Planning, Logging and Downloading Activity Reports, Online Policy Queries, Birthdays and Anniversaries of Policyholders.
  • Set Targets : The app allows insurance intermediaries to set goals for their individual sales team members.
  • Monitor Progress : Stakeholders can track staff performance across various parameters including the number of deals closed and policies sold.
  • High Sales Productivity: Leaders can conduct joint calls with field sales staff while geo-tagging them to ensure high sales productivity and market coverage. About Leadership Team

Developed as a native app for Android it employs Xamarin for platform portability. Built using advanced technologies including MS Visual Studio.NET 2013, MS-SQL Server 2008/2012 database and Windows 2008/2012 Server Standard Edition (and above) the solution flawlessly integrates with the existing enterprise systems for seamless information sharing. The app’s multiple-hierarchy module securely shares data based on a user’s role. It integrates with MIS for both-submission and issuance of a policy.

Recruitment Solution

Bring home more agents quickly and efficiently. Use Datacomp’s Recruitment solution to digitally target, test and recruit insurance agents. Our solution’s online and mobile platforms help leaders to automate agent onboarding with accuracy and speed. It’s now possible to efficiently organize large-scale agent recruitment for your organization.

Ease insurance agent recruitment process, attract more prospects and evaluate the efforts with Datacomp’s recruitment solution.

Our full-featured solution facilitates a range of tasks including online tests, secure score access modules, automatic evaluations, and automatic stage-wise processing of the prospects.

  • Attract More Candidates : Identify and target new prospects with attractive online presentations to widen the net for recruitment.
  • Get the Right Agent : Empower recruiters and business leaders with Datacomp’s intuitive digital recruitment solution to identify the right candidate for the right job.
  • Hire Fast : Improve turnaround times by allowing insurers to evaluate multiple prospects at one go.

With a domain expertise built over three decades of experience, Datacomp’s Recruitment Solution packs a comprehensive set of features. The solution’s mobile app adds a handsome share of smartness and convenience.

  • Impress with Numbers : Equip leaders with useful tools such as Income Calculator to show income forecasts to the prospects.
  • Recruitment Collaterals : Send personalized videos, images and BOP presentations to prospects based on their profiles—age, part-time professionals, housewives, and retired professionals, etc.
  • Provide Insights : Share business proposals like earning potential and opportunities with prospects.
  • Future Reuse : The solution also saves test results for reporting purposes.
  • Prospect Analysis : Get the consolidated status of all the recruitments in progress and completed-stage wise and lead-wise.

Our solution’s Xamarin powered mobile app is designed with high-intensity graphics, easily configurable, and portable to iOS. The solution is built using advanced technologies including:

  • MS Visual Studio.NET 2013
  • MS-SQL Server 2008/2012 database
  • Windows 2008/2012 Server Standard Edition or above
Datacomp Combo Solutions

Datacomp Combo Solutions is the class-leading sales enabling toolkit that automates the highly complex and time-consuming exercise of insurance product recommendation. Empower your sales force and agency channels as our solution helps them recommend the right product to the right customer with speed and accuracy. The suite covers the entire spectrum of insurance and retirement plans-end to end.

Empower your sales force and agency channels with Datacomp Combo Solutions, the class-leading sales enabling tool for insurance product recommendation.

Datacomp’s Combo Solutions offers you a range of business advantages while automating the presales product recommendation process.

  • IRDA Compliance : Curb potential misinformation by sales executives or agents. Avoid legal issues and penalties as Combo helps you achieve 100% compliance with an IRDA-mandated code of conduct norms.
  • Win Business Deals : Your advisors can now rapidly turnaround leads into deals with presentations that pack strong, need-based storylines and engaging illustrations.
  • Grow Your Ticket-Sizes : Datacomp Combo helps you grow your ticket-sizes. Equipped with greater product knowledge, advisors can sell multiple policies simultaneously while connecting better with prospects.
  • Achieve Rapid Business Growth : Outperform your competition as you expand your market share and reach rapidly with every sale.
  • Win the Competition Game : Build a strong bond of trust with your valued customers. With Combo Solutions, your well-informed customers translate to repeat business; even as you reduce client-management hassles.
  • Impress with Style : Combo Solutions ensures relevant and effective sales presentations—enhanced with real life examples.
  • Personalized Presentations : Customize each slide with automatic inclusion of your client’s personal info such as name and age. Generate highly personalized presentations with minimal inputs such as client’s age, budget or financial goals.
  • Get Real : Enrich your presentations by including Real Life Cases, Rich Illustrations, and Storylines with Combo Solutions.
  • Cut Training Costs : Combo provides an intuitive and user-friendly interface that calls for minimal or no training.

Datacomp’s highly scalable Combo Solutions smoothly integrates with the existing technology systems in the corporate environment. The suite has been developed using the advanced technologies including:

  • MS Visual Studio.NET 2013/2015
  • .NET
  • MS-SQL Server 2008/2012
  • Windows 2008/2012 Server (and above)
Microsite Solution

Did you know that three of the top five financial products bought online are insurance products? These products include Life Insurance, Health Insurance and Motor Insurance, according to a four-city research conducted by Nielsen amongst 1,009 consumers with the annual income of Rs. 5 lakh and above.

Is your distribution channel ready with tools and capabilities to leverage the online insurance trends and opportunities in India? Equip your distribution advisors and agents with Datacomp’s Microsite, the world-class presales readiness tool for the insurance sector. Expand your market reach and improve your corporate brand value with ease.

Say goodbye to heavy licensing costs and questionable RoI. With flexible and cost-effective plans, Datacomp Microsite not only respects your budget constraints but also boosts the presales readiness of your distribution professionals within days.

  • Increase Resource Utilization : Free up your valuable distribution channel resources from the day-to-day hassles of content management. Our Auto Pilot service ensures your Microsite is updated-round the clock.
  • Never Lose Sight of the Policyholder : Our Microsite solution helps your insurance advisors, agents, and leaders to effortlessly automate the customer communication such as Premium Intimations, Maturity Intimations, S.B. Intimation, Monthly Newsletters, and more.
  • Improve Customer Relationship : Keep the consumer-engagement alive with personalized greetings on Birthdays, Wedding Anniversaries and Festivals.
  • Digital Transformation : Digital Transformation

Datacomp’s Microsite solution provides a range of useful features to agents, advisors, and leaders. Now your distribution channels can help you grab every emerging opportunity powered by the solution-backed presales productivity enhancement.

  • Automate Important Communication : Send automated custom-intimations to registered users, policyholders, and an add-on list of email IDs saved in MS Excel files.
  • Priority Value : Make features such as New Plans, LIC Circulars, Bonus Chart, Branch Locator, Market News, NAV Update and Premium Calculator easily accessible to your agents and advisors.
  • The Vantage Point : Add useful services such as Premium Calendar, Cash Flow Chart, Policy Status Reports—and more—by augmenting this solution with the power of Visual Magic Pro or Visual Magic DO.

Delivered as an interactive, insurance-sales focused portal, Datacomp Microsite seamlessly integrates into your existing corporate website. You can select pre-existing site templates from our ready gallery, or even opt for a tailor-made design.

Pre-conversion Verification Call

Is your presales customer verification, a time-consuming, expensive, and cumbersome activity? Automate the entire process with Datacomp’s Pre-Conversion Verification Call (PCVC) solution. Our class-leading digital solution can be customized to meet your specific business needs while helping you achieve the IRDA compliance objectives-simultaneously.

Eliminate the potential human errors with our secure and cost-efficient solution platform. Tap more customers as you speed up the presales verification calls process without a quality compromise.

Curb misinformation by advisors or agents to protect customer- interest. Even as PCVC speeds up verification call processes, it trims associated costs-service center management, voice communication, printing stationery, and storage/retrieval management.

Eliminate human error, misplaced documentation, and manipulation with PCVC’s standard, automated process backed by multilingual audio play to verify policy details. Robust security snips off fraud eventualities with geo-tagging, OTP, automated client photo capture and face detection.

Datacomp PCVC’s audio script is made suitable for the advisor’s channel and the product being sold. Our inbuilt hardware restriction ensures 100% client attention-an important precaution for your compliance needs. What’s more, users get real-time access to MIS and Search features-in addition to special Admin features for Super users.

Built with cutting edge technologies such as Java, Spring Framework, Hibernate, JBOSS, Oracle11g, and Xamarin, Datacomp PCVC smoothly integrates with an insurer’s backend system for quick information exchange. Supported by a full-fledged mobile app for Android and iOS, the solution instantaneously completes verification upon a proposal being logged in.

Content Management System App

Do your advisors find it difficult to get updated product information on time? Place the updated marketing collateral right inside the pocket of every advisor with Datacomp Content Management System (CMS). Available as the native build for Android, our App simplifies showcasing the accurate product info to end-customers. Add finesse to customer communication even as the app cuts down the content distribution costs in no time.

Equip your agents and advisors with the error-free product marketing collateral with Datacomp’s CMS app. Make the relevant content accessible to agents and advisors at the finger-touch.

  • Cut costs : Lower your collateral distribution costs—drastically!
  • Gain speed : Reduce the time-to-market of products as the presales-readiness of your sales warriors gets a speed-boost.
  • Motivation : Motivate your agents and advisors to sell more with innovative use of technology.
  • Impress : Improve the hit rate of every sales conversation. The user-friendly mobile app displays high-res visual content without latency.
  • Add voice : Enhance the effect of sales presentations by adding voice-overs as required.
  • Brand image : Fortify your corporate brand identity as the tech-savvy organization.
  • Security : Prevent unauthorized usage with rugged authentication. Distribute and broadcast only the approved content securely with Maker-Checker controls.

Access to product presentations, FAQs, Leaflets, Ready Reckoner, Mailers, e-learning modules was never so easy for agents and advisors! Datacomp CMS delivers a range of user-oriented benefits.

  • Responsive : The app automatically resizes images to suit different form factors—from 5″ to 7″ phones
  • Highly customizable : Add or remove distributors, modify training documents, or update the marketing material at will.
  • Offline access : Users can bookmark their favorite content for quick access and offline view.
  • User-friendly : Needs no user training. Searching content on-demand is quick and easy too.
  • Tagging : Every content item can be tagged as sharable or restricted determining visibility as per the user’s channel.
  • Graphics support : Designed with the needs of on-field sales executives in mind, the app provides an excellent support for displaying high-intensity graphics to engage customers. ^
  • Portability : Although a native build for Android (for KitKat and later versions), the mobile app incorporates Xamarin for portability to iOS.
  • Flexibility : New content can be added with ease. Supports a range of file formats including HTML, PDF, MP4, JPG, or live links.
Employee Benefit Solution

Datacomp’s Employee Benefit solution for Group Mediclaim (GMC) policies is a dedicated platform that seamlessly connects brokers, insured employees and Third Party Administrators (TPAs) with insurance providers. Designed specifically with large user bases in mind, our solution empowers insured employees under GMC plan(s) with its integrated self-service portal capabilities. Extract the full value of our integrated solution platform with rich features including mobile app and real-time analytics.

Leverage the power of an integrated Employee Benefit solution backed by a self-service portal, mobile app and real-time analytics for Group Mediclaim policies.

With the comprehensive synergies of a self service portal and mobile app, our solution helps accomplish standardized online enrollment and streamlined claims management. Delivering personalized services to GMC customers remotely was never so easy for insurance brokers. Besides insurance organizations, our solution provides strong business value to your brokers and TPAs alike.

  • Cut down the time spent by your brokers on the mundane administrative tasks. Assure synchronized enrollments across the corporate database, brokers, and TPAs along with real-time monitoring.
  • With Datacomp Employee Benefit suite, TPAs can accurately resolve queries of the insureds regarding network hospitals, e-card generation, claim intimation, status reports and more-by communicating with them directly.
  • Reduce your corporate customer’s time-consuming and costly paperwork.
  • Slash down your customer servicing costs by allowing employees under their GMC plans to process queries on their own with our solution.

Enjoy a range of tangible operational benefits with Datacomp’s world-class solution platform. For instance, you can provision audit trail tracking to improve TPA and insurance performance and benefit from the built-in features of simplified MIS and real-time analytics.

  • Quick policy-lookup, addition/ removal of dependents, raising claims, top-ups or new policies are made easy with the platform’s self-service capabilities. Users can readily access premiums, deductibles, coverage, and hospital networks.
  • Empower insured employees with our highly configurable Escalation Matrix. Insured employees can directly contact the Broker, Insurer, and TPA for service related queries or issues.
  • Offline access : Users can bookmark their favorite content for quick access and offline view.
  • Improve productivity of every stakeholder with a comprehensive, flexible and robust mobile app-a native build for Android developed with Xamarin-to deliver cross-platform scalability.

A secure solution platform that flawlessly integrates with the existing IT systems in the enterprise, Datacomp Employee Benefit solution is quick and simple to implement and equally easy to use. The solution has been developed using the following technologies:

Self-service portal:
  • MS DOTNET 4.5
  • MS Visual Studio.NET 2013
  • MS-SQL Server 2008/2012 database
  • Windows 2008/2012 Server Standard Edition or above
Mobile App:
  • Native build for Android
  • Xamarin (for cross-platform scalability)
  • MS Visual Studio.NET 2013
  • MS-SQL Server 2008/2012 database
  • Windows 2008/2012 Server Standard Edition or above
Customer Retention Solution

Successfully dissuade your customers from surrendering their insurance policies with Datacomp’s Customer Retention Solution. Identify the true reasons behind a customer’s desire to surrender a policy. The solution enables your support staff to resolve customer doubts and unanswered queries and assuage their ill-founded apprehensions with quick supply of right information about the customer and policy held.

It’s now feasible to identify the exact reason behind policy surrenders and improve customer communication. Equip support staff to resolve issues even by cross-selling the right policies with our Customer Retention Solution.

Curb insurance policy surrenders with Datacomp’s customer retention solution. Guide your disgruntled customers with empathy and right information.

Improve IRDA compliance and avoid hefty penalties with automated retention assistance of Datacomp Customer Retention. Expedite your organization’s customer retention process. Our solution allows customers to access policy presentations upon request.

  • Management controls : Keep a tab on retention efforts such as the number of surrenders, successful retentions, and presentations generated versus policyholders/policies retained.
  • Efficiency and transparency : Cut down time-lags in query response and communicate with customers with accuracy and transparency.
  • Succeed with persuasion : Persuade your customers to retain the policies held by illustrating their true benefits with the help of solution-backed insights.
  • Avert revenue loss : Recommend the right product that suits a customer’s requirements and avoid potential revenue loss for the organization.

Our Customer Retention Solution allows you to automate the entire retention process, minimizing manual efforts of support staff.

  • Trim your costs :Cut staff training costs and dependence on an individual staff member’s skills to ensure customer retention.
  • Avoid mis-communication :Reduce scope for misunderstandings or miscommunication. It’s now practicable to impose the use of a unified script for client communication by all customer-interfacing support executives.
  • Win Trust through Insights : Explain insurance products to consumers with insightful presentations on individual policies. About

Datacomp’s Customer Retention solution has been developed using:

Self-service portal:
  • .NET and SQL Server
  • MS Visual Studio.NET 2013/2015
  • MS-SQL Server 2008/2012 database
  • Windows 2008/2012 Server Standard Edition (and above)