FRIENDS is a digital platform designed for insurance agents in Thailand and Indonesia, aimed at improving agent engagement and streamlining the process of managing clients, policies, and sales activities. The system empowers agents with tools to efficiently manage their portfolios, track client interactions, and optimize their performance in the insurance sales process.

Results Achieved

• Increased Agent Productivity: The platform provided agents with all the necessary tools to manage their clients and policies efficiently, reducing administrative tasks and increasing their focus on sales.
• Improved Client Management: Agents were able to manage client portfolios more effectively, with better tracking of interactions and follow-ups, leading to higher customer satisfaction and retention.
• Localized Solutions: FRIENDS successfully served agents in both Thailand and Indonesia, providing a tailored experience with region-specific features and language support.
• Positive User Feedback: Agents reported improved ease of use and a more streamlined process for managing their sales activities and tracking performance.

Key Features

• Client Management: Enables agents to store and manage client information, track interactions, and set reminders for follow-ups.
• Policy Management: Provides tools to manage policy details, track sales progress, and monitor renewals or expirations.
• Sales Dashboard: Offers agents a clear overview of their performance metrics, helping them track their sales targets and progress.
• Multi-Region Support: Tailored features to meet the needs of agents in both Thailand and Indonesia, including language localization and region-specific policy management tools.
• Mobile Responsiveness: Ensured the system works smoothly on both desktop and mobile devices, allowing agents to access it on the go.

Challenges and Solutions

• Challenge: Developing a system that caters to the unique needs of agents in two different countries with diverse business practices.
  • Solution: Built a flexible, region-specific architecture that supports localized content, languages, and custom workflows for both Thai and Indonesian users.