Implementation

Channel wise
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A summary of all surrenders and retention cases channel-wise along with relevant information
such as number of total policies from that city, number of surrendered/retention cases,
bucketed fund values etc. are displayed.
5.2 OUT-BOUND CALLS
5.2.1 OVERVIEW
As discussed earlier in Surrender/Retention, policies with Age greater than a prespecified age
run the risk of getting surrendered, i.e. the company faces a probablity of loosing the
business. As such the walk-in cases at the branches are handled at the branch level itself
and is recorded in it’s CRM system.
However, the company at it’s own end runs calling campaings, in order to maintain a
relationship with its existing and potential customers, through pre-specified vendors. The calling
campaign summaries prepared in he dashboards classify calls under four categories –
Allocated, Attempted, Contacted, Visited - at various cuts, based on user requirements.
Allocated : Customer Contact list allocated to various callers or superior categories.
Attempted : Customer Contacts attempted to contact out of the allocated.
Contacted : Customers succesfully contacted and message conveyed.
Visited : Subsequent follow-up has been done inorder to maintain or strengthen the
relationship with the customer.
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BI Reporting Tool Implementation Arpan Ganguly