AUTO SALES INTRODUCTION

Auto Sales Background

Previously, sales process was run on three different
platform; two web apps, and one android based. E-Proposal E-SPAJ
Auto Sales is an integrated apps that facilitates sales “Illustration Viewer”
process, by captures the essential sales data and deliver
the data to Back-Office Team.

CRM
“Customer Relation Management” “Digital Letters of Life
Insurance form”

Auto Sales
Sales Dashboard
As a Landing page that always shows up every time
application is open right after sign in, Sales
Dashboard provides some actual (live) data, for each
sales staff performance, which are:
Form Submission number
• Activity Records
Every activity is recorded, and the number of it Activities Number
shows in dashboard, grouped by daily, current
month and last month activities.

• Form Submission Records

Submission record is also grouped by daily, Success Ratio
current month and last month and the number
shows on sales dashboard as well Current Activity
&history detail
• Success Ratio
In summary their sales achievement, a high level
success ratio percentage graph is shown, with
equation: 𝐹𝑜𝑟𝑚 𝑆𝑢𝑏𝑚𝑖𝑠𝑠𝑖𝑜𝑛
𝑥 100
𝐴𝑐𝑡𝑖𝑣𝑖𝑡𝑖𝑒𝑠
• Current Activities record
As every activities are recorded, this section
shows all their previous activities history, and
what are their each activities is.
Favorite Product
• Most Favorite Product
This section provides best-selling product
information based on their channel APE.
Lead Menu

Lead Menu
Facilitate Bancassurance Consultant
/ Sales Staff to:
• Adding New Lead ;
Record personal information;
Name , Age, Phone, Email and
including lead source.
• Lead Management;
Edit Lead attributes and priorities
their selection.
• Area Lead Synchronization;
Each sales staff able to add their
lead individually, and to
benchmark their data similarity
updates, they are able to
synchronize their lead data
• Retain lead data for further needs
Proposal & Product Illustration

Proposal input
In proposal page, product terms and it
calculation already Integrated, to help sales
team represent an accurate illustration, and
facilitate with some other features,
which are:
• Product Selection;
Each sales Channel are set with their
product choices
• Product Terms;
Each Product are set by it terms, benefit,
and it dynamic input condition; rate
calculation, funds type, payment period,
sum insurance, etc.
• Illustration;
Once the proposal input done, it will
integrate the data input with the product
terms, and gives the illustration

e.g.: Simas Kid Sharia

Digital Letter of Life Insurance Form (E - SPAJ)

In this page, sales team is required to • Leads Referral

fill lead further personal data as it to facilitate lead source and
legitimate regulation, while the apps their reference agent, Auto
help to facilitate: Sales also prepared with referral
• Mandatory fields remarks; data synchronization that always
Of the many text fields columns, updated based on distribution
some are a necessity to fill, and support team.
remarks are shown in apps.
• Fields Completion Validation;
When one field accidentally passed,
apps will restrain form from
submission, which is a must to fill
first
• Input Correction;
Keep off mismatch input; email,
phone number format, and names
when end user accidentally input
symbols
Digital Letter of Life Insurance Form (E - SPAJ)
Attachments & Signing page (1). Lead’s ID
Despite all the personal data to be input, there is required
are few things require to be done, which are: to be attach
1. Supporting document attachments
(e.g.: account statement, payment receipt & ID)
2. Understanding terms agreements
(2). Life Insurance Understanding
3. Signing Form Terms have to be agreed

(3). Form have to be

sign by lead it self
Digital Letter of Life Insurance Form Finishing
Few thing before form submission to be done Health Statement Questionnaire Virtual Account Display
are:
• Health Statement;
Sales team have to ask few questionnaire to
lead for their health statement.
• Virtual Account Inclusion;
Auto Sales is prepared with VA button, that
need to be clicked, so the number will appear
and end user will be informed for their virtual
account number, to accommodate lead first
payment.
• In Advance Certificate;
Once all the page has filled and submitted,
Advance Certificate will be downloaded and
able to directly print (Applies only on Smart
Life Protection, Bank Bukopin).
Digital Letter of Life Insurance Form Finishing
Few thing before form submission to be done Submission success remarks In Advance Certificate
are:
• Health Statement;
Sales team have to ask few questionnaire to
lead for their health statement.
• Virtual Account Inclusion;
Auto Sales is prepared with VA button, that
need to be clicked, so the number will appear
and end user will be informed for their virtual
account number, to accommodate lead first
payment.
• In Advance Certificate;
Once all the page has filled and submitted,
Advance Certificate will be downloaded and
able to directly print (Applies only on Smart
Life Protection, Bank Bukopin).
Auto Sales role in business process

Fields Data Back-Office Data

Sent to
Bancassurance
Consultant Underwriting
& Operation
Auto Sales scope
Finance
Covers all the essential Sales data in general
Following Up
Account and
First Premium
payment

Lead Proposal Signing & SIV UW Printing

Data Input & Illustration SPAJ Submission SPAJ Identification Policy Issued
Management Verification UNDERWRITING
 Thank You for
Your Attention

Proprietary Information
This document contains information proprietary
to Sinarmas MSIG Life. Unauthorized disclosure
or use is strictly prohibited except with written
consent by Sinarmas MSIG Life.