New York Life Insurance Worldwide Ltd. is a leading insurance company with global
presence. In view of the rigorous competition in the market, it saw the need to increase
the productivity of its sales force through the use of mobile technology. In 1999,
First Water Technologies developed the Palm Insurance Agent Package for New York Life.
The package consists of 3 Palm applications.
Need Analysis helps agents to instantly calculate and record client's cash need and protection
need during client interviews. Client data may be imported to corporate database for
permanent storage and further analysis.
With Date Remind, sending of birthday cards and policy maintenance are no longer
tiresome tasks. Client data such as date of birth and policy dates are imported to Palm
address book. With just one click, reminders and tasks are generated to Date Book and
To Do List accordingly.
20 Points System increases agents' productivity by reminding them at least 20 points
need to be attained each day. Prospecting and selling activities, each worth different
points, are recorded. Agent's total and average points are calculated. Scores may be
imported to corporate database for performance monitoring.
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