This Insurance Group is one of the top life insurance companies in Malaysia with a team consisting of over 10,000 agents promoting life insurance products across multiple industry sectors. Its branch network exceeds over 40 locations with dedicated agency and distribution channels across the country. Its rapid growth over the past few years compounded its admin and reporting challenges. The situation was becoming more and more acute as the growth in numbers risked hampering sales results. It’s Business and Agency teams were receiving sales data on excel reports on a weekly or monthly schedule based on the criticality of the report. This day-to-day manual alignment process involved a massive effort on the part of the IT and Business Teams. Both teams needed to sit down and validate the reports each day to make sure agents were receiving the right content. In addition, the Agency team was also having difficulty identifying and tracking active agents, which prevented it from sending targeted communications and insights to the agents. Company executives knew they needed a single view of their performance para

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