TF Systems | Mobile PoS

Product details:

Overview

MobilePoS and WebPoS is a multi-platform, end-to-end digital Point-of-Sales solution designed to support the entire Conventional and Islamic insurance sales journey.

It enables insurers to digitalise the full sales lifecycle — from prospecting and financial needs analysis to quotation, application and submission — through a seamless, paperless experience across both mobile (offline and online) and web platforms.

Fully integrated with activity management and e-signature capabilities, MobilePoS and WebPoS provide a unified platform that enhances agent productivity, improves sales efficiency, and delivers a superior customer experience.

Key Capabilities

End-to-End Digital Sales Journey

Customer and prospect management
Financial Needs Analysis (FNA) and financial planning
Product recommendation and quotation
E-Application, E-Submission, and policy processing
Complete digital workflow from prospect to policy

Fully Paperless & Integrated Processes

E-signature capture via agent device or customer mobile (SMS / QR code)
Integration with insurer's e-payment gateways (credit card, giro, salary deduction)
Seamless submission to insurer's backend systems
Optional integration with underwriting engines for real-time decisioning

Advanced Sales & Financial Planning Tools

Risk profiling and financial needs analysis
Cash flow and net worth calculation
Existing Conventional insurance coverage analysis
Personalised product recommendations

Flexible Multi-Platform Deployment

MobilePoS (Offline & Online): iOS, Android, Windows
WebPoS (Online): browser-based access
Supports cloud or on-premise deployment
Customisable, flexible, and modular architecture

Comprehensive Application & Submission Management

Support multiple applications and multiple insured in one submission
Capture nomination, payment details, and supporting documents
Dynamic questionnaires and regulatory declarations (e.g. FATCA)
Configurable workflows and document preferences

Integrated Agent Activity & Performance Management

Seamless integration with myActivityGoal
Automatic capture of field activities from the sales process
Goal tracking, performance monitoring, and sales projection
Role-based dashboards for agents, managers, and management

Business Benefits

Accelerate Sales Cycle

Reduce turnaround time from prospecting to application submission through fully digital workflows

Enable Paperless Operations

Eliminate manual paperwork and reduce errors with end-to-end digital processes

Increase Agent Productivity

Provide agents with a unified platform to manage customers, sales activities, and applications

Improve Visibility & Control

Gain real-time insights into sales activities, pipeline, and performance across the organisation

Enhance Customer Experience

Deliver faster, more convenient, and seamless interactions through digital engagement and e-signature

Seamless Integration & Scalability

Integrate easily with backend systems, underwriting engines, and payment gateways while supporting business growth