The document discusses SmartForce, a mobile application platform for customer onboarding. It has modules for lead management, customer onboarding, verification, document scanning and CRM integration. The platform allows agents to create and qualify leads, fill proposals, verify customer details by capturing images, videos and GPS data. It compresses multimedia files to reduce data usage. Customer details are read aloud and verified through selfies, OTPs and video declarations to authenticate identities. The verified reports can be downloaded for underwriting.

1. Customer Onboarding
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2. Why SmartForce?
 Smartphone penetration is increasing
 BYOD – Bring Your Own Device is another new concept and catching up
 Mobile applications are commonly used by field team for personal use
 Leverage the smartphone to perfume business processes
 Create Lead, Convert Lead and on-board customer at Point of Sale
 Verify the customer details at point of sale by capturing image, video
declaration along with GPS co-ordinates
 SmartForce has been developed with a modular approach, We have
modules for LMS, Customer On-boarding, Customer verification, Scan,
DMS and CRM
 AdStringO™ compress the Captured Image, Audio & Video by 1/10th of
Original size thus eases the transmission even with “EDGE”
 SmartForce is available on HTML5 and Android/iOS Native Tablet App

3. SmartForce Platform Architecture
• SmartForce Customer Onboarding Mobile Application has following
modules
• Lead Management System
• Proposal entry and Document Capture
• Pre-issuance Customer verification

4. LMS Functionalities:
 Lead Management System (Android Application)
 Create Lead –Self Creation
 Update Lead – Update Qualified leads
 Track Lead Status
 Lead Closure
 Integration to Call Center, CRM
 Calendar Integration for Meetings
 Lead Scoring
 Mail Trigger at various stages of Lead
 Lead Management System (Supervisor Web App)
 Monitor Lead Life-cycle
 Monitor Agent Performance
 Handle Escalation
 Admin Module
 User Rights Management
 Application Master Data management
Lead Management System

5. Lead Management System

6. Proposal Entry
• SmartForce Customer
Onboarding Application –
Proposal Entry Module is a
mobile based customer
onboarding solution.
• Proposal Entry Module got
following sub-modules
• Financial Need
Analysis
• Integration to Benefit
Illustrator
• Proposal Entry
• Requirement Alert
• Appointment Calendar

7. Proposal Entry
• Proposal Entry is grouped into various
sections as follows:
• Distributor Details
• Details of Proposer & Life Assured
• Nominee Details
• Plan Details
• Medical Questionnaire
• Family & Life Style
• Document Attachments
Acknowledgement & Payment:
Capture the Acknowledgement & payment
details in this section
Proposal Submission:
• Proposal Submitted at the end of ACK
section.
• Data saved locally then pushed into
server during sync
The Proposal is parallelly
submitted for Verification
process through verification
app.

8. Proposal Entry

9. Customer Verification
SmartForce - Customer Verification
• Gives an opportunity to verify the customer & Proposal details in more
authentic manner.
• Display and read-out the details of the proposal to customer in
vernacular language.
• Customer has the option to disagree and share the correct details during
the process.
• Verify the customer at each stage by taking a Selfie, OTP verification and
Video Declaration along with GPS co-ordinates.
• Verify the Agent/representative who has done the verification with the
customer by taking a selfie and GPS.
• Backend portal to provide details captured along with images and video
to Underwriters.
• The report can be downloaded as pdf and attached to the proposal kit.

10. Customer Verification
• Upon completion of proposal
entry in Proposal entry
application the data is pushed
in to Verification app.
• The Agent will be able to see
all the assigned applications on
his dashboard.
• The Agent has the option to
Accept or Reject for Agent
assisted Verification.
• Once Agent Rejects the case it
will either trigger shortened
URL to customer self
verification or assign ticket to
call center

11. Customer Verification
• The verification app verifies the
following detail by reading out
the data related to proposal like
• Personal and
communication related
details
• Policy related information
• Verifies and takes consent of
the customer by
• Capturing selfie
• Dual authentication using
OTP
• Customer self declaration
video.

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