5. OUR OBJECTIVE Helping others turn their DREAMS into REALITY.
6. OUR VISION To become India’s most preferred Financial Service Provider by 2012
7. OUR MISSION To create an unmatched level of Customer Delight by providing them with a perfect blend of Knowledge, Research, Technology & Human touch .
16. Our Business Line I nsurance Life I nsurance Motor I nsurance Health I nsurance Home I nsurance Travel I nsurance Real Estate Corporate I nsurance Equity Trading Commodity Trading Fixed Deposit Mutual Funds IPOs Bonds Loans
17. WayOne Genesis Confusion due to lack of knowledge about Products and Pricing Customer Focus Delay in policy issuance and lack of track Purchase Stage WayOne Advantage- Impartial Product Comparison on WayOne Website WayOne Advantage- Track policy Status on WayOne Website Pre-Purchase Stage … at every Stage
18. WayOne Genesis Post-purchase Stage WayOne Advantage- Post changes on WayOne Website or inform Service Partner Renewal Stage Too many reminder calls intruding Privacy WayOne Advantage- Non-intrusive reminders from WayOne Updating personal details becomes frustrating Not reminded on time resulting in financial losses
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22. Service Partner A B C D E L2T1 L2T2 L2T3 L2T4 L2T5 L3T1 L3T2 L3T3 L3T6 L3T7 L3T8 L3 T11 L3 T12 L3 T13 L3T5 L3T4 L3 T10 L3T9 L1 L2 Team L3 Team
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25. Higher Points – Higher Income BUSINESS Tata AIG Motor Reliance Motor HDFC Motor Metlife Growth MMIP - 5 Year MMIP - 10 Year RSIP - Traditional Kotak - SAP Tata AIG Mahalife Gold Plus Points / Rs. 100 Net Premium 135 115 135 316 146 194 316 316 306
26. % Service Fee for Points Slab (Monthly) Table 1 applicable on Points Whenever Base slab is mentioned , it will always refer to this figure of 7.5% 0 - 49999 7.50% 50000 - 99999 9% 100000 - 149999 11% 150000+ 13%