10. Uluslararası İstanbul Sigorta Konferansı - Uğur Tozşekerli

1. 1
10. Uluslararası İstanbul
Sigorta Konferansı
• Uğur TOZŞEKERLİ
• Aegon Turkey
• CEO
• October 20184

2. 2
Strategy of being Digital
Aegon Turkey – INSURTECH
Digital Mind Set Innovative Approach
Redesign simple
digital processes
Equip Sales Channel
with Digital Tools
Smart Reports Omni Channel
Single point of
contact
INSURTECH

3. 3
Aegon Turkey’s Distribution Approach
Be More Close, Be More Digitized, Be More Agile...
Awareness
Research
Compare
Engage
Act
Key Strategic
Dimensions
Equip the
existing
traditional
sales channels
with advanced
digital tools Co-operate
with others
sectors’
traditional
sales channels
Invest in Non-
Traditional
Distribution
Channels
Exploit omni-
channel
opportunities
as much as
possible
Become more
and more
insight driven
sales
management
Enable the
sales channels
to be closer to
the client

4. 4
A Journey of a «Policy»
Lead
Generation
Prioritization
and Call List Call Appointment
Setting
Chat and
preliminary
data gathering
Introduction
and Ice
Breaking
Agenda of the
Visit
SPIN and
create
awareness
Life Insurance
Presentation
Handling the
Objections regarding
the system
Introducing
the FPA
Sharing
sample reports
FPA Approval
Data Gathering Running the
Program
Result Report Chosing the
best solution
Presentation
of the Solution
Handling Objection
regarding the
product
Calculating the
premium that
will close the
financial gap
Negotiate the
benefit and the
price
Sales Close
Enrollment
Reviewing
Medical UW
Filling Up
the
Application
Signing GTC
Payment
Sending the
Application
Aggreement Deliver
Policy
Client
Rating
Fully digital and integrated process from lead generation to
policy delivery designed for mobile (tablets & smart phones)
platform

5. 5
Main Objectives of ACoach
Equip with Innovative Digital Tools - Ia

6. 6
Main Functions of Acoach
Equip with Innovative Digital Tools - Ib
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7. 7
A Join
Equip with Innovative Digital Tools - II
Ajoin
Digital platform with following
functions
 Quotation
 Application form
 Medical and Life Style Underwriting
 GTC and e-signature
 Need Base Confirmation Form
 Collection
 Policy Issue and Delivery
which enable the sales people manage
the enrollment process fully digitally
and efficiently

8. 8
Objection Handler
Equip with Innovative Digital Tools - III
Objection Handler will enable
the sales people to access the
answers of the questions or
objections raised by the client
quickly...

9. 9
Insight Driven Sales Management
Data and
Insight
Driven Sales
Management
Data analytics module
of A Coach to predict
sales closing ratio
Dash Boards,
scorecard reports of
TNW
Approaching
proactively to the
client by utilizing
output of “Data
analytics predictive
churn” study

10. 10
Closer to the Client
ATouch
Atouch is an application
developed for the client for
monitoring their policies and
making amendments at their
policies. This application also
helps the advisers to pro-actively
approach their clients.

11. 11
New Generation of «Aegondirekt.com»
Invest in Non-Traditional Channels
NewGEN
Holistic
Approach
Platform
solution for
different
financial
needs
Customer
Journey
Oriented
Approach
Powerful
Content
Creative and
Modern UI
& UX
B2B
Business
Partnership

12. 12
Working with the «Right» Vendor

13. 13
Thank You…