Case Study: $200,000 Saved by Automation – Interactive Point of Sales App for a Global Insurance Company
Our client, a major financial group in the Asia Pacific, needed a new system to efficiently manage their historical data, integrate data visualization tools, customize templates, generate real-time reports, and enable remote interactions to replace in-person sales cycles. FPT Software addressed this by implementing Interactive Point of Sales, a comprehensive application that streamlined the end-to-end policy sales process. This effort resulted in resource savings of approximately 10 man-months, equivalent to a monthly profit of $200,000. Despite the challenges of COVID-19, our client maintained a sales revenue of 70% to 80%. They can access on-the-go reporting via web and mobile platforms, with real-time sales revenue and key metrics.