The Challenge
The life insurance provider wanted to cross-sell insurance to its bancassurance partner's clients – entirely remotely. To do that, it needed a way to:
- 01
Cross-sell to partner clients
Reach a bancassurance partner's customer base with relevant insurance products.
- 02
Sell without a branch visit
Close sales without requiring the customer to walk into a branch.
- 03
Capture consent remotely
Obtain the customer's consent to purchase in a compliant, verifiable way.




