SolPresent by Assentis Technologies is a cloud-based Customer Communication Management Solution built for the insurance industry. SolPresent enables the automatic creation of Microsoft PowerPoint and PDF Presentations based on rules and variable content. SolPresent can: • Simplify and unify sales and marketing content and content management across the entire enterprise in a single cloud-based platform built for your industry. • Enable centralized content control and intelligent re-use of content. Simplified maintenance of materials by utilizing shared content and content that automatically updates with the latest data from internal data sources. Multilingual and multichannel capabilities enabling consistency in messaging and branding across all communications.

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SolPresent Presentation

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Assentis
Perfecting Customer Communication
Customer Communication
Platform and Solution Portfolio

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Assentis Technologies At A Glance
Incorporated:
2002 / privately
owned
Alliances:
Core-, back office
and front-end
banking software
vendors as well as
providers of
complementary
technologies
Customers:
More than 100 renowned
clients globally
Headquarters:
Rotkreuz,
Switzerland
Subsidiaries:
Germany, Austria,
Luxembourg,
Singapore and the
US
Employees:
+100

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Assentis Portfolio
Product & Solutions
DocFamily
ComFoundation
SolPortfolio
Assentis Technologies, a market leader in
interactive communications has a portfolio of
solutions focused on customer communication
for the financial services. The software and
solutions are developed in Switzerland.
Technical Services
Support
Training
Template-Development
Assentis Technical Services team focuses on
maximizing the value of solution investment.
They work hard to make it easy for clients to use
and maintain the solutions, through continued
training and support. The overall focus is on
customer satisfaction.
Professional Services
Subject Matter Expertise
Solution Implementation
Project Management
Assentis Professional Services team comprises
75+ years of experience in both technology and
financial services. They work closely with client
teams at the business and IT departments, to
deliver custom solutions that meet individual
client requrements.

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EASY-TO-USE & IMPLEMENT PRESENTATION APPLICATION
SolPresent for Insurance
An intelligent cloud-based presentation platform in
which Marketing controls the essential elements of
branding, messaging, compliance, versioning, and
audit while offering Sales the flexibility to customize
and personalize for complex sales situations with less
effort, in less time, from anywhere, using any device .

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WHY CHANGE CURRENT APPROACH?
Insurance marketing and sales professionals depend on a large
variety of materials to identify new prospects, sell new
products, and support existing policyholders.
As insurers seek to improve sales and marketing, one of the
primary challenges is how to enable the producer to be more
effective in selling more policies and that means providing
producers with more automated tools and materials to
support the sales process.

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USE OF POWERPOINT PRESENTATIONS
Findings: PowerPoint Usage
PowerPoint presentations are a key component in Insurance Sales & Service
for all lines of business. This is especially true during a complex sales
presentation, where there is more than one decision maker.
 Sales people do an average of 3-10 presentations a month
 Size of a presentation ranges from 10-15 slides to 30-40 slides
 Agents and brokers prefer own branding on presentations

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We surveyed 100 Marketing & Sales Professionals
Sales Presentations - What are your challenges and
what is important to you?

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CHALLENGES WITH POWERPOINT PRESENTATIONS
Findings: Marketing Challenges
“I do not feel there is a good amount of control on information leaving the
building” – Marketing Manager
“I am not confident that everyone is using the same branding and therefore
fear they are not delivering the same message.” – Target Market Manager
“We don't have anything in place to regulate the communication that faces
the customer. Pretty much everyone creates their own.” – Director of
Marketing

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CHALLENGES WITH POWERPOINT PRESENTATIONS
Findings: Sales Challenges
"I wish there was an easier way to put together data into PowerPoint. The
process is very painful and time consuming." – Director, Sales
“Management does not want sales to customize presentations at all because
of compliance risks. So we use what is provided with no scope for
customization” – Manager Sales Operations
“My key focus area would be to have the ability to create and manage slides
through the use of iPad or tablet without the distortion of the content.” –
Manager, Sales

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Sales Enablement
CHALLENGES SOLPRESENT SOLUTION
Generic material does not address
customer requirements
Customized material focused on customer
needs enabling complex and custom sales
A lot of material categorized and hosted
on intranet - but needs searching and
collating
Intelligently built custom presentations
with relevant, current, and complaint
content - no brainer sophisticated
presentation
Creating custom presentations takes time
and skillset - always a last minute creation
Ease of defining sales opportunity to
create custom presentations in less than 3
minutes
Sales don’t need training to use SolPresent. It happens almost intuitively.

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Marketing Empowerment
CHALLENGES SOLPRESENT SOLUTION
Less than 20% of content created is used
by sales
All content is referenced before relevant
content is selected
In a world of multiple channels, controlling
consistent messaging is a challenge, when
presentations are edited and customized
by sales
Sales does not find the need to create solo
presentations when custom material is
available in less than 3 minutes
Ensuring regulatory language and clauses
are an integral part of each presentation
as required by each of the 50 States
Disclaimers and legal clauses are never
omitted and are an undeletable part of
the presentation ensuring compliance
We do the hard work, to make it easy for Marketing to use.

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EASE OF ACCESS & USE
CUSTOMISED
PRESENTATIONS
iPAD/TABLET ENABLED
BRANDING
CONSISTENCY
CONTENT CONTROL
COMPLIANT CONTENT
POWERPOINT PRESENTATIONS
Summation: Top Common RequirementsMARKETINGOBJECTIVES
SALESOBJECTIVES

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SOLPRESENT OVERVIEW

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Unique Sales Opportunities Happen Everyday
Each sales
opportunity and
customer will be
unique based on
products, stage of
life, needs,
objectives, location
and language, etc.

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SOLPRESENT MOBILE
SCREENSHOT “DEMO”

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Welcome Screen

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Presentation Template Selection
Click on
presentation
template

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Data Entry
User fills in
data fields
(dropdowns
and entry
Fields)
User can go
back and
select another
presentation
template
Once finished
the user can
move to the
next screen

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Slide Reordering/Insertion/Removal
User can re-
arrange the
slide order and
insert slides
from the pool.
Slides can also
be removed
User can go
back to
the data
screen
Once finished
the user
moves to the
presentation
screen

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Presentation 1
Tapping
on a slide icon
navigates to
that it
User can go
back to the
composition
screen
Finalize stores
the presen-
tation and
removes the
«DRAFT» sign
Swiping moves
from one slide
to the next
(or back)
Tapping on a
slide removes
enables /
disables top
and botton
bars

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Presentation 2 (No Top And Bottom Bars)