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Saturday, 19 January 2013

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UA empowers sales staff with laptops and tabs

Union Assurance (UA) recently launched a programme to empower a further 1000 sales staff with laptop devices in an effort to strengthen its distribution efficiency. The company hopes to present laptops to its complete sales force in the future. Providing convenient insurance solutions for potential as well as existing customers is the company's focus and improving communications between insurance advisors in the field, customers and the organization. By empowering the sales force on the field, the company also hopes to reinforce its promise of transparent insurance solutions.


Rukman Weeraratne, General Manager, Marketing and Life Distribution
presenting a laptop to Sajitha Dodampagamage, Life Insurance Advisor,
Piliyandala branch.

"The laptops allow secure access to the Union Assurance intranet while allowing our advisors to superior, speedy services with greater transparency. Online customer relationship management systems and email will also keep the sales force up-to-date with technologically advanced servicing possibilities," said Niyas, Assistant General Manager, Sales Force Administration and Planning.

The laptops will assist all insurance advisers of Union Assurance to share information on products and services instantly, track premium payments, obtain information on customer policies. It will also assist the advisors to build and strengthen customer relationships while in the field.

Union Assurance recently introduced the Digital Advisor Toolkit (DAT), a tri-lingual application compatible for both laptops and tablet phones. It was developed to assist the field force of UA who are now able to utilize DAT to propose different insurance solutions and covers to their valued customers. Advisors are also able to email the PDF version of the quotation to the customer with all required information which includes the plan details, illustrations, Financial Need Analysis (FNA) and the quotation.

Union Assurance strives to be on par with the concept of being a 'great place to work' and supports this with a company-wide learning culture and collective vision to be the most sought after provider of insurance solutions. While completing 25 years of unwavering operations, the company is anchored by a team of experienced and dynamic professionals, a strong capital base and reinsurance partnerships with highly rated global reinsurers.

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