Shinhan Life Launches Smartphone Sales Support System "Quick Task Processing for Designers"

[Asia Economy Reporter Changhwan Lee] Shinhan Life announced on the 8th that it has launched a ‘Smartphone Sales Support System’ that allows insurance planners to handle everything from subscription planning to customer management in a one-stop process using a smartphone.

While the existing life insurance industry operated smartphone sales support systems focused on planning and subscription functions, the company emphasized that Shinhan Life is the first to build an app that enables the entire sales process to be conducted via smartphone.

The newly launched Smartphone Sales Support System supports the entire sales process of planners, including △customer registration △subscription progress △review confirmation △sales activity management △customer contact management △performance management.

Shinhan Life explained that from the planning stage, they analyzed planners’ usage patterns through surveys and focused on providing services needed in the sales field during development.

The complex planning and subscription information screens have been optimized for easy viewing on smartphones, allowing users to proceed easily through each subscription step.

Planners can quickly handle all stages of sales activities on their smartphones, enabling faster responses to customer inquiries.

All insurance products can be planned for subscription via smartphone, and product brochures can be sent immediately to customers’ mobile phones. Additionally, when customers request accident insurance claims, planners can quickly process them on their smartphones without needing to access the smart window.

Shinhan Life’s differentiated sales management model based on customer management, ‘AiTOM,’ is also installed, allowing planners to manage activities such as customer consultations anytime and anywhere. Various manager approvals can also be conducted without time and location restrictions through the smartphone sales support system.

Baehyungcheol, Head of Shinhan Life’s Customer Strategy Group, said, "The Smartphone Sales Support System has improved planners’ work convenience and enabled us to provide better service to customers. We will continue to upgrade the system to enhance satisfaction for both planners and customers."

This content was produced with the assistance of AI translation services.