Real-time access to customer information enables sales advisors to deliver a better customer experience

BSG assisted a client’s field sales advisors to deliver great service to their customers, increase efficiencies and improve productivity by accessing comprehensive customer and policy information via a mobile app.

overview of the clients needs
  • Provide advisors in the field with in-depth, real-time customer information to ensure they can offer the best advice and create an engaging customer experience
  • Improve risk and affordability management through a single customer view
  • Lessen dependence on branches, decrease manual work and improve document management
  • Reduce sales cycle times through automation of previously manual processes
  • Increased customer acquisition and retention
  • Improved productivity
  • Higher customer satisfaction
  • Reduced turn-around times
  • Improved control and compliance
  • Fewer lost deals

Utilising UX to design a mobile app to facilitate a comprehensive customer view for sales agents to access while out the field

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