Sun and Navagate have partnered to market Agility for financial services.
Agility centralizes relationship history (contacts, tasks, policy and claims data, etc.) in a unified portal providing a single view of the customer at all times. The solution increases revenues by automating the time consuming tasks of customer and financial data retrieval, re-formatting, and illustrations that inhibit agent advisory and selling time. While concurrently driving agent productivity, Agility turns service calls into cross-sell opportunities, improving customer loyalty and retention. Leveraging the power of Sun Microsystems, Agility can scale in support of the worlds largest global financial services organizations, by handling large volumes of contact data (over 5,000,000), policies (over 8,000,000), and agents (over 10,000). Agility has been deployed and proven with several of the leading financial institutions to integrate front and back office processes so that agents can focus on core activities such as increasing customer wallet share, increasing advisory and selling time, growing assets under management, creating wealth, ensuring regulatory compliance and expanding customer relationships.
Major US Life Insurance Company
A major US Life lnsurance Company, viewed as the premier sales organization by industry peers, turned to Navagate and Sun Microsystems for a solution to provide their 10,000 agents in the US with a selling platform which will consolidate client portfolios (policies/investments), distribute and track orphans with "closed-loop" proactive alerts and provide enhanced customer data through direct integration with their operational data store. The solution was validated by Navagate at Sun's customer labs to ensure optimum configuration and implementation.
