With Capgemini at its side, Assurant Health created a real-time agent sales process in six months.
“We have tens of thousands of agents, so providing each agent with the ability to bring in even one additional policy per year can translate into gains.”
Scott Krienke, Vice President, Individual Medical Markets, Assurant Health
Assurant Health embarked on a program focused on increasing sales while reducing costs. The goal was to streamline the sales process from quote to application and make it easier for agents to conduct business. A centerpiece of the strategy was an Internet-based site for agents to get quotes, submit applications, and monitor and respond to underwriting inquiries.
Assurant Health and Capgemini worked together to gather business and technical requirements, define the architecture, develop the solution and roll out to distribution channels. Accelerated workshops focused on developing the solution formed a key element of the approach with success hinging on developing a comprehensive adoption and rollout plan.
The collaboration led to the Electronic Agent Sales Experience (EASE), a Microsoft .NET web application as a real-time agent sales tool to create quotes, submit applications and communicate with underwriting.
From this .NET springboard, a Desktop version of the quoting and submission program for Individual Medical products was created to replace the legacy proposal software. The enhanced solution allows agents to complete an application anywhere and submit it when online. Assurant Health also leveraged EASE to introduce a customer website to market Individual Medical products directly to the consumer.
From planning and design to deployment leveraging Capgemini’s Rightshore® model, the joint team delivered EASE in 6 months, on-time and under budget. The project has impacted key areas at Assurant Health such as efficiency in the underwriting process and cycle time compression for sales operations. With the potential of 150,000 agents using EASE, Assurant Health is on target to achieve its objectives.