Read about challenges faced by Insurance Industries, how embracing digital and mobile technology can help Insurers increase agent productivity, improve customer satisfaction. We have also highlighted some customer stories describing how our digital solutions have helped insurers around the world.

2. Challenges Faced by Insurance Industries
Insurers expect more disruption, from more different areas, than most other industries
88%
Changes in regulation
71%
Changes in customer behavior
69%
Changes in distribution channels

3. Where Insurance Industry is Heading?
86%
of insurance CEOs believe
technological advances will transform
their business in next 3-5 years
50%
of IT budgets are still spent on
maintenance
$$$
spend in 2015/16 on mobility, data
science, tool optimization and
improved processes
Very few
executives are seriously considering
incorporating IT into strategic planning
and thinking
11%+
of business will be generated via
mobile channels by 2018
250:1
the prediction for digital vs face-to-
face interactions with financial
services companies by 2017
50%
of insurers consider mobile and social
to be a priority
30:1
is the predicted number for mobile
interactions vs calls
1/3
of the insurance industry’s business is expected to occur digitally by 2018
86%
of Life & Annuity (SMEs) providers
already have a BYOD strategy
15 - 20
years Age of a typical Policy
Administration System
• PwC 2014 CEO Survey
• World Insurance Report 2015
• Capgemini & Celant Research

4. Priorities for Life & Annuity Industry

5. Digital Opportunities for Insurance Industries
Alerts &
Notifications
Product Info &
Promotions
Account
Transfers
Customer
Service Queries
Guidance &
FAQs
Account
Opening
Customer
Acquisition
Cross-sell & Up-
sell
Contextual
Offers
Lead Mgt. /
CRM Apps
Collaboration &
Training Apps
BYOD Support
Speech Enabled
Services
Mobile Ads &
Personalization
Enterprise App
Stores
2 way SMS
Messaging
Login and
Enrollment
Account
Transfers
Purpose built
mobile sites
Native Apps
Tablet Apps
Account
Balance
Transaction
History
Personal
Money Mgt.
Bill Payment
Remote
Deposits
P2P Payments
Omni-channel
Apps
Branch & ATM
Locations
M-Payments /
Wallets
Existing Services Maturing Services Emerging Services Relevant for Insurance
Mobile Consumer Mobile Workforce

6. What do IBM & Streebo Offer?
Agents, Customers, Brokers, Distributors and Service Providers
Calculators & Quotations Enrollment Claims
Policy Issuance CRM/Leads Account Mgt & Billing
Configuration, Rules and Validation Engine
Life General Endowment
Annuity Personal Group
Title Health Employee Benefits
Content and Document Management, Lead Management and MIS

7. • Productivity boost: Revamped UX and custom features for higher sales
volume
• Cost reduction: Excessive licensing fees are avoided
• Risk mitigation: Enhancements are done in-house
Sales Agent App - Life and Annuity Provider
Customer was using ipipeline.com to enroll customers in new life insurance
policies and view existing policies. Browser application performance was
slow. Vendor was expensive and changes were slow.
Challenge
Solution Details
An omni-channel solution which runs on smart devices and desktops,
integrated with the portal platform. Form validation, PDF generation
and e-signing operate offline so that agents are productive even in
remote areas and data is auto-synched. Fast performance and modern
UI leads to higher adoption rate.
© 2008-2017 Streebo Inc. Copyrights Reserved

8. Automating and modernizing their existing agent application was
essential to improve the turn-around time for Policy issuance
IBM & Streebo Confidential, not to be shared outside
• Integrated Ingenium
• Multi-device support
• App & Portal analytics
• Highly secure and scalable
Challenge
Sales / Advisor Enablement Solution
© 2008-2017 Streebo Inc. Copyrights Reserved
Solution Details
This agent facing mobile app enabled to
automate each stage of the customer
acquisition life-cycle

9. Agents were struggling to manage their leads and unable to track the current
needs of their customers
IBM & Streebo Confidential, not to be shared outside
• Notifications Enabled
• Integrated with existing Backend
• Improved Agent productivity
• Real time information on the go
Challenge
Insurance Agents Solution
© 2008-2017 Streebo Inc. Copyrights Reserved
Solution Details
Provided Sales Agents’ with customer information
such as account info, renewals and policy status
anytime, anywhere

10. © 2008-2017 Streebo Inc. Copyrights Reserved
THANK YOU
For any questions, Contact Us
Email Website Twitter LinkedIn YouTube
Bill Swatling
Director – North America
bill.swatling@streebo.com
+1.404.642.5616
Alzira Zollo
Business Development Lead – America
alzira.zollo@streebo.com
+1.206.619.2252