The Digital Insurer Award - FWD (Affilliates)

1. FWD Affiliates
March 2021

2. 2 FWD Distribution Ecosystems: FWD Affiliates
Overview
FWD Distribution Ecosystems for Agency, Bancassurance & Broker
• eRecruit reduces
manual entries and
human errors
• Workflow removes
paper and
automates
recruitment
processes
• Profiling and
selection (POC)
helps identify
quality Advisors
Prospecting Leads Management Point-Of-Sale Sales Management & Customer
Service
Training
Recruiting
• eCoach provides a
mobile platform to
help Advisors
upgrade their sales
skills on-the-go
• AI Trainer (POC)
simulates role-
playing at scale
(not limited by
trainer resources)
• Virtual classroom
(future capability)
reduces
geographical
challenges
• FWD
Affiliates
program is a new
digital channel for
salespersons to
engage customers,
and generate sales
leads
• Expands natural
market by
leveraging on social
media engagement
and interaction
• Reduces marketing
cost for sales teams
by leveraging the
power of social
• Elite Builder (built
within iRIS)
changes Advisors’
behaviour to focus
on activities
(inputs) to deliver
results
• Intuitive UX makes
sales pipelines
status update easy
• Notifications
provides timely call-
to-action reminders
• Differentiated FWD Smart design
optimized for minimum data
entry to support electronic
insurance sales straight-through
application eSubmission
• Needs Discovery with reflexive
questioning and real-time
counter offer capability
supported by automated
Underwriting decision engine,
fulfilling sales and operational
efficiency goals
• Real time quotations and
illustrations allow on-the-fly
updates to meet customer
changes
• 100% paperless instant policy
issuance
• Mobile apps and Portal for
Customers and Salespersons
• Performance dashboard
provides simple sales
achievements visuals
underpinned by gamification
levers
• Team management
capability helps leaders be
effective in monitoring
Advisors’ activities and
performance on-the-go
• Supports Customer servicing
and Sales operations needs

3. 3 FWD Distribution Ecosystems: FWD Affiliates
FWD Distribution Ecosystems Enablers
Prospecting
Engagement &
Leads Generation
Affiliates
• Social media engagement
• Sales leads-generations
• Sales network recruitment
Sales Management
Leads & Sales Activity
Management
iRIS
• Leads management
• Contact management & reminders
• Sales Activity & Campaign Management
eCommerce
Direct-To-Customer and
Direct-To-Business
D2C - D2B
Network
Partners
• Plug & Play Ready
• Seamless O2O integration
• Open API
• Auto-
underwriting
Point-Of-Sale
Electronic Submission &
Instant Policy Issuance SME Connect
FWD
Smart
• Customer Needs Discovery
• Quotation & Sales Illustration
• Auto-underwriting
• eSignature
• ePayment &
Instant Policy
Issuance
Distribution Tools Universe
After Sales
Web & Mobile Servicing
Customer Portal
Customer Portal
Advisor Portal
• Policy & Customer Enquiry
• Claims Submission & Services
• Fund Switching
• Sales Tracking
• Compensation
Statements

4. 4 FWD Distribution Ecosystems: FWD Affiliates
Prospecting
FWD Affiliates : Social Network Customer Engagement and
Leads-generation
Features
Generate Leads through Social Media
Share a post via the most widely used social media channels
and generate a lead that can convert to sales
Recruit Affiliates and Expand Network
Expand customer base and recruit affiliates by
leveraging social media networks
Content Curation and Customization
Share insightful articles using pre-generated FWD content
or customize own posts to make it more personal
Track Performance
Track performance on shared posts, leads, affiliate
network and transactions