FORMOiD GEnNEXT SolutionTo capture leads using Tablet Or any Android Phone. by
What is FORMOiD?FORMOiD is a first-of-its-kind solution conceived and developed byTricom that helps organizations— Reduce customer acquisition cost. Minimize customer on-boarding timeframe. Eliminate paper-based activities: stationary printing, distribution and logistics, data capture, associated high HR costs, etc. Minimize/eliminate carbon footprint.The Android-based FORMOiD is user friendly for eForm filling, imaging,eSignature, instant submission and is portable.
Current Scenario Designs and prints huge number of paper forms. Distributes the forms to various branches pan India. Field force get the paper form filled by the customers. Uses new forms during erroneous filling. Collects various physical supporting (KYC) documents. Staff send the filled form and the documents to processing centre. Engages forms processing vendors at a cost. Incurs additional cost on re-processing incorrect and/or incomplete forms. Allocates large budget for storage and retrieval of paper forms. Deploys a large team to manage all of the above. Needs additional spend on stationary for any change to paper form. Loses critical time to acquire the customer.
FORMOiD—The Solution Fully customized application for insurance firms Equivalent of physical application form—eForm. Consists of dynamic data validations to capture accurate input. Coupled with eSignature feature. Imaging feature to collect electronic copies of supporting documents. Instant submission of eForm to central server via WiFi/GPRS. Rapid push-pull technology. Portable and user friendly tablets. Equipped with data encryption technology. Secured data transactions between the tablet and the server. Dynamic replacement of updates and/or upgrades of the application. CRM integration possibilities.
FORMOiD—The Implementation Tricom will develop the eForm per insurance companies specifications Insurance company will carry out the UAT Tricom will incorporate the suggested modifications, if any Tricom will develop interface server application Upon finalization of the application, Tricom will load the application on therequired number of tablets and delivers to the insurance company team Tablets will carry one year warranty Tricom Insurance company Staff
FORMOiD—The Usage User access to the application through set credentials. Inputs data by keying on the tablet. Takes pictures of the supporting documents. Reviews the input data and the pictures. Make necessary corrections, if required. Submits the eForm at the click of a button. Data gets encrypted and then sent over WiFi/GPRS to the interface server. Delivered data may be screened before posting on to the central server. Successful submission notification (or error message) sent back to tablet. Server generated unique transaction ID can be returned to tablet. Server transactions of all submissions will be maintained. eForm can be tracked through the tablet. Can be easily integrated with the CRM systems.
FORMOiD—The Security FORMOiD will have user level access control. Data transfer from and to the tablet will be encrypted—128 bit. Communication with the server using HTTPS Post on secure SSL connection.
FORMOiD—The Advantages FORMOiD will have all of the required fields as in the paper-based form. eForm can be modified any time at minimal costs compared to paper forms. FORMOiD will have field level dynamic validations that help capture accurateand mandatory data. Processed eForms can be printed in standard application format for statutoryrequirements, if any. FORMOiD can be used to replace paper-based transactions— • Account application forms. • Challans. • Request application forms. • Customer support. • Healthcare services. • Mortgage services. • Financial services. • Any of the banking transactions, etc.
FORMOiD—The Requirements No stationary. No printing. No logistics. No BPO vendors. No physical storages. but... just a TABLET!