NEO GAINA Releases 'Customer Survey Function' to Support Enhanced Compliance in the Sales Process

This feature is a survey collection function aimed at confirming the quality of customer service and strengthening compliance in the insurance sales process.
By visualizing and recording the contents of explanations and customer interactions by insurance salespeople through surveys, we support customer-centric business operations.

In recent years, the insurance industry has been increasingly required to strengthen compliance. Particularly in the sales process, the establishment of appropriate explanations to customers and operational systems is highly valued, including:
- Explanation of the explicit authority
- Explanation of the recommendation policy
- Handling of personal information
- Whether the interview properly addressed the customer's intentions

On the other hand, in actual operational settings, there was a challenge in quantitatively grasping:
- "Whether the explanation content is correctly conveyed to the customer"
- "Whether there are variations in sales quality"
- "Whether there are salespeople who need improvement from a compliance perspective"

With the newly released "Customer Survey Function," it is possible to collect direct feedback from customers regarding various explanation items in the sales process.
Survey items can be freely set by each company, and surveys can be sent and collected at any desired timing, such as after the initial interview or after the completion of a case.

This realizes:
- Visualization of sales quality
- Understanding of customer satisfaction
- Confirmation of compliance operation status
- Utilization for salesperson education and improvement measures
- Strengthening of audit and quality control systems

In addition, survey results are accumulated as data, and in addition to viewing on the management screen, it supports Excel output. It can also be utilized for continuous quality improvement and operational analysis.

"NEO GAINA" has previously supported operational efficiency in the insurance consultation business, such as schedule management, customer management, and case progress management. With the addition of this new feature, we will further support the promotion of DX in the insurance industry and customer-centric business operations as a platform that supports sales quality and compliance operations, rather than just a business management system.

About "NEO GAINA"
"NEO GAINA" is a sales support platform designed to seamlessly distribute customer information held by appointment distribution companies to salespeople and closely manage subsequent progress. Currently, it is utilized by a total of 10,000 agencies and 80,000 salespeople nationwide, supporting the enhancement of sales capabilities of the entire organization with various functions that meet on-site needs.

Features of "NEO GAINA"

1. "Cancellation prevention" and "Operational efficiency" through real-time linkage
By realizing timely appointment distribution, it significantly reduces unnecessary clerical work for distribution companies and salespeople. Since the salesperson's schedule can be grasped intuitively in real-time on the system, prompt responses tailored to customer requests are possible. Furthermore, when dates change, alternative candidate dates can be smoothly guided, directly leading to cancellation prevention and improved customer satisfaction.

2. "Service uniformity" and "Productivity improvement" through multifaceted data analysis
Sales metrics such as retention rate, prospect rate, and ANP (Annualized New Premium) can be instantly aggregated and analyzed by agent or consultant. Market analysis based on objective data and appropriate guidance to salespeople become possible, building a system that can uniformly provide high-quality services at any agency nationwide.

3. Zero "sales omissions" through thorough progress management
Appointment status is centrally managed on the system, and registrations or cancellations are automatically emailed. Because the history of the salesperson's interactions with the customer can be instantly grasped in chronological order, it prevents the neglect of items such as "unreported appointments" and realizes meticulous follow-up.

4. "Ease of operation management" supporting large-scale organizations
Equipped with functions that can register and edit agency and salesperson information in batches, introduction and information update tasks can be performed efficiently. In addition, with a total of 80,000 salespeople registered on "NEO GAINA," it is possible to confirm salespeople belonging to agencies nationwide at a glance.

5. Comprehensive security system to protect information
In addition to the introduction of SSL encrypted communication and WAF, and regular vulnerability assessments, various middleware is constantly updated. It also maintains PrivacyMark and ISO27001 certifications, providing a robust and secure environment to protect customers' valuable information.

Website: https://www.ifcreate.com/partner/gaina.html

About I.F. Create Co., Ltd.
I.F. Create Co., Ltd. has a 25-year track record as an insurance agency, with an annual track record of 150,000 proposals. Deeply understanding on-site challenges and needs, to companies operating insurance agency businesses...