The BusinessOptics Platform Description

BusinessOptics worked hand-in-hand with the FNB Life team to develop a groundbreaking tool that evaluated customers' situations and aspirations, projected their income statements and balance sheets into the future under various risk scenarios, determined their insurance needs, and balanced affordability with necessary coverage. This innovative solution offered vital support and guidance for sales intermediaries while also creating a unified platform for self-service digital advice. Comprehensive analytics and reporting facilitated the early identification of usability and operational issues, showcasing a significant positive impact on key metrics, including average premium and persistency rates. The collaborative effort resulted in the team receiving multiple innovation awards for this pioneering solution, which set a new standard within the industry. Ultimately, the project demonstrated the potential of technology to enhance customer service and drive business success.

Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
BusinessOptics
Year Founded:
2010
Headquarters:
United States
Website:
www.businessoptics.biz

Media

The BusinessOptics Platform Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support

The BusinessOptics Platform Features and Options

Business Intelligence Software

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

The BusinessOptics Platform User Reviews

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