Last year’s Swiss Life Network Partners Conference saw the portal for our Network Partners – called Sales Live – successfully launched. It has a clear aim: to reduce and simplify the set-up, content and functionalities of sales information so that it is easy to access, and convenient and intuitive to use.
Last year’s Swiss Life Network Partners Conference saw the portal for our Network Partners – called Sales Live – successfully launched. It has a clear aim: to reduce and simplify the set-up, content and functionalities of sales information so that it is easy to access, and convenient and intuitive to use.
Sales Live offers our Network Partners rapid access to all the information they need. As long as there is internet access, Sales Live can be used with any kind of mobile device anywhere in the world at any time. Partners can explore the company profiles of around 500 multinational clients of the Swiss Life Network, as well as a large number of current multinational prospects. At the same time, they are kept in the loop about the ongoing activities and projects of these multinational companies within the Network.
The company profiles show the following information at a glance:
- Corporate structure and company description
- Overview of worldwide cooperation within the Swiss Life Network (involvement of global brokers, business in force in all local markets, level of support)
- Local portfolio in force, as well as mutual business opportunities and quotations
- Structure of the international profit and loss account and its development.
Last but not least, all this information can be easily downloaded as a pdf for further reference and use.
New insights can also be gained thanks to the fact that Sales Live gives Network Partners access to the overall activity level of multinational companies within the Swiss Life Network. This information, which clearly goes beyond local market activities, is presented under the following headings:
- Notification Centre: This shows when contracts with other Network Partners have been concluded by multinational corporations they may be interested in.
- Dashboard: This displays which multinational companies are currently concluding the most business with the Swiss Life Network overall, and which intermediaries are currently very active with the Network.
- Sales Calendar: This shows when and which multinational companies are contacted by relationship managers.
- Newsfeed: This provides information and updates on multinational companies directly from external sources.
This holistic approach to information and updates naturally enjoys the same data-handling care and discretion within the Swiss Life Network as in the past.
The following processes are now also fully incorporated into Sales Live, reducing the workload for all parties, and making communication via Sales Live easy and always accessible for further reference and follow-up:
- Network Inquiries: Already registered contracts can be modified and new ones added. The summarised feedback is then submitted to the Swiss Life Network in one go. Network Partners always have a clear overview of the Network Inquiries completed so far, which lets them follow up with other relationship managers on outcomes and next steps with the multinational company involved.
- Dashboard: Reporting is now available on new business concluded, open quotations, and subsequent updating.
- Contact Relationship Manager (and ask for a pooling illustration): It is now possible to contact the respective relationship manager at the Swiss Life Network when support is needed with renewals of existing business as well as new cases.
