Introducing “Allianz Action King”
The rapid development of financial technology, how to continue the channel to be the king’s sales advantage? Taiwan’s investment-type policy leader brand Allianz Life actively develops various e-insurance tools, and seizes the opportunity to join hands with strategic partners to lead the industry to launch the whole Taiwan The first insurance-guaranteed digital insurance sales tool “Allianz Action King” combines online sales proposals, action insurance, and signatories’ electronic sales functions, so that the insured delivery can be submitted in as little as 20 minutes. Signing to Allianz can be completed in one day at the earliest. “Allianz Action King” also has several management dashboard functions, which provides the management of the first-line policy to provide immediate control over the first-line policy sales, and can be used as a digital sales tool for channel partners. The cooperation channel partners are officially launched in February with the official victory of Baojing, Yongxu Baojing, and Global Shida.
Financial technology has subverted the traditional financial service model and accelerated the urgency and pressure of the digital transformation of the industry. Lin Shuncai, general manager of Allianz Life, said, “The comprehensive development of digitalization is an important operational strategy of Allianz Group. Therefore, Allianz’s investment in FinTech has always been positive, especially for forward-looking and index digital tools. Dedicated resources are fully developed. For example, Allianz Discover, which was launched in mid-2016, is the first customer-oriented analysis of anthropomorphic needs. With its strong marketing support, it not only greatly enhances the business capabilities of the business elite, but also drives performance. More successful in assisting the salesman to transform into a digital entrepreneur, and in line with the technology era. The “Allianz Action King”, which will be officially launched in February 2018, is the first digital insurance sales in Taiwan tailored to the characteristics of the security channel. The tool is also the first insurance sales platform built by the Taiwanese insurance industry to combine the functions of third-party data centers.” Lin Shuncai emphasized that “financial technology is a digital arena, and Allianz actively participated in the era of FinTech. We must work with our partners to follow the digitalization process to create a win-win business opportunity.”
The “Allianz Action King” took years to develop, and after several months of platform testing, it was officially launched in a short time after the implementation of the regulations. “Allianz Action King” has a high-efficiency digital insurance sales tool that can deliver the insured delivery in as little as 20 minutes, and the insurance company can guarantee the fastest one-day completion. The characteristics are as follows:
‒ Automated sales process: build a cable proposal to provide relevant information for the sales staff to face the customer. Easy process for quick and easy import sales. In the future, digital media zones and customer demand analysis will be launched, and even new functions such as AI intelligent marketing assistants will be launched.
– Action insurance: electronic signature process, instant underwriting check, and convenient instant electronic transfer authorization (ePay), customers can instantly transfer funds online, which is faster and safer than the time-consuming transfer process. convenient.
– Signer’s electronic signing system (e-Chop): After sending out the application for insurance, you can immediately enter the insurance and electronic acceptance operation and electronic sign-off process, and can integrate with the performance commission calculation and notification system to save the guarantee. Data input and the huge workload of document copying or scanning archives.
‒ Digital Management Dashboard: Instantly and automatically organizes a large amount of data, so that the sales performance and personnel operation overview can be seen at a glance, which is convenient for the operation and management of the insurance.
‒ Allianz Life has completed the establishment of an information security management system and has passed the ISO/IEC 27001:2013 international standard verification. In November last year, it was awarded the BSI British Standards Association “Insurance Contribution Award”. The self-developed “Allianz Action King” insurance sales platform not only has the database security encryption, but also regularly and irregularly conducts security testing and evaluation and related security protection measures to strictly protect information security.
The benefits of inclusive finance brought by FinTech have prompted financial institutions to pay more attention to operational efficiency, and insurance practitioners will also respond to such trends with the pursuit of high-performance sales models. Lin Shuncai proposed that “the temperature at which sales personnel are in contact with customers is irreplaceable by technology. The advantage of a mobile vehicle is that in addition to shortening the sales process and improving work efficiency, it is hoped that the insurance sales staff will have more time to deepen the relationship with customers and show the value of “care and service”. Enhancing self-ability under the wave of FinTech is the strength to compete with technology robots.”
Financial technology has changed the landscape of the global financial industry. Lin Shuncai once again stressed that “Allianz Life has been deeply cultivating the Taiwan life insurance market. In addition to actively investing in resources to respond to the policy of “building a digital financial environment”, it has also adhered to the concept of enhancing the common prosperity of the industry. Wave and its partners, Sheng Bao Bao, Yong Xu Bao Jing, and Global Shida Baojing, launched the “Allianz Action King” digital insurance sales tool to participate in the technology finance; future will join forces with more Allian’s channel partners, Continue to move towards full financial digitalization and become the winner of the FinTech era.”
