Referral Management & Marketing Automation (ReMMA)

Effectively and efficiently auto-assigns, tracks and manages lead refferals and conversions based on user defined workflows. Marketing automation results in personalized content delivery, targeted campaigns and engagement.

What is ReMMA?

Referral Management & Marketing Automation is a solution that offers efficient inbound lead generation, lead management and conversion. It supports auto-assignment of referred leads to sales agents based on user defined logic enabled via workflow automation. The solution tracks lead status and assigns KPIs to the referrer as leads move ahead in the purchase process, enabling managers to monitor the response times of sales agents. ReMMA supports marketing automation for personalized content delivery and campaign management, with provision to integrate with other systems.

Why ReMMA?

ReMMA supports diverse sales models where potential clients can be identified from internal business base, website enquiries, social campaigns, 3rd party sites or customer service portals. It is targeted towards connecting multiple lead generators such as branch employees and supporting advisors to bring in potential customers to improve sales.

Features of ReMMA

  • Incentive computation rules based on products sold and value of sale.
  • Payout administration to referrers

  • Assigning lead to advisor based on multiple criteria:
    • Consideration of lead preference,
    • Advisor skill level and qualification,
    • Lead can be assigned to an advisor closest to the lead’s preferred location.
    • Content Personalization
    • Email Marketing

  • Personalize content and workflows based on a lead’s Persona, which is identified based on their attributes and activities
  • Add automated lead scoring to further assess and categorize the leads potential needs and risks

  • Email and SMS alerts for lead distribution
    • Once referrers have created the lead, system will auto-assign the lead to the advisor and send an email with comprehensive client information for advisor to proceed.
    • Advisors can be alerted with SMS/Email on newly assigned leads.
  • Reminder to advisors and potential customers.
    • Stay in touch messages to the leads.
  • Send personalized content on a regular basis to nurture leads not ready to buy immediately.

  • In case the assigned advisor is not able to contact the lead based on pre-set criteria (e.g. within 24 hours) then auto-assign lead to new advisor.
    • Notify new advisor and lead as to who will contact them.

  • As leads move ahead in their purchase process, the referrer is able to track the progress.
  • Referrer are assigned with KPI to track their engagement level for lead generation process.
  • Sales Managers can view their sales agent’s performance real time and contact those who are not performing to provide coaching.

  • Predefined reports for referrers, agents and management.
  • Create custom reports based on search criteria and export it in supported file format.
  • Referrer performance metrics.
  • Lead Management Insights.
  • Automated report generation & distribution for different management levels.

  • Push informational material to the lead based on preference identified during lead creation.
  • Inclusion of leads in marketing campaign for information distribution, based on personal data consent.

  • Incentive computation rules based on products sold and value of sale.
  • Payout administration to referrers

  • Centralization of potential leads identified from disparate sources within organization.

  • Assigning lead to advisor based on multiple criteria:
    • Consideration of lead preference,
    • Advisor skill level and qualification,
    • Lead can be assigned to an advisor closest to the lead’s preferred location.

  • Personalize content and workflows based on a lead’s Persona, which is identified based on their attributes and activities
  • Add automated lead scoring to further assess and categorize the leads potential needs and risks

Benefits of ReMMA

Reduce response time

Rapid allocation of high volume of leads

Identify and understand how customers move along their journey and how various sales agents become key touchpoints

Optimize conversion rates

Lead prioritization to ensure a high closing rate

Avoid duplication of leads

Personalized service as each lead is assigned to one advisor

Trend visualization of lead source

Referrer KPI management and reporting

Lead Nurturing building trust with sales agents

Learn how it works

  • Lead profile is created on the platform by the referrer.
  • Advisor and lead profiling is done to match lead with the best suited advisor.
  • Matched advisors are informed of the newly allocated lead via email.
  • Lead is notified who will contact them, with opt-out option.
  • Advisor access their online environment and proceed ahead in the sales process.
  • Referrers are assigned KPI on different criteria.
  • Mobile Point of Sales integration, enabling agents to get referrals on their mobile apps and update status.

ReMMA

Referral Management & Marketing Automation

Request for a Demo

We look forward to showing you how our solution allows you to build a seamless customer experience for your customers.

Request a demo now and experience the ReMMA yourself!

Request Now

Solutions

All your Digital Needs with 121Advisor's Customer First Connected Enterprise Digital Framework

PAM

Building Predictive Analytics Models (PAM) for Banking, Insurance & Takaful

Building Predictive Analytics Models (PAM) for Banking, Insurance & Takaful. 121Advisor solutions focus on predictive marketing & sales, customer service, new business underwriting, personalization and claims management.

Learn more
FITbot

Multi-lingual Chatbot for Financial Insurance & Takaful (FITbot)

Multi-lingual Robo Advisor and chatbot that utilizes hybrid trees and natural language processing (NLP) to engage with customers to offer a more personalized customer experience and generate more referrals.

Learn more
WebPoS

Web Portal Solution for Sales & Servicing (WebPoS)

Multi-lingual mobile responsive website and portal solution to enable clients to experience a unified personalized digital experience where content, sales, marketing and work management are consolidated instead of siloed.

Learn more
ReMMA

Referral Management & Marketing Automation (ReMMA)

Effectively and efficiently auto-assigns, tracks and manages lead refferals and conversions based on user defined workflows. Marketing automation results in personalized content delivery, targeted campaigns and engagement.

Learn more
WebPoS

Sales Activity Mobile App (SAMA)

Allows agents to effectively plan and manage sales activity to ensure all leads and prospects are addressed. Managers can monitor realtime to render assistance where necessary.

Learn more
COS

Choices Online Store (COS)

Allows insurers and takaful operators to provide direct purchase of products online. Can integrate with Multi-lingual Chatbot for Financial Insurance & Takaful (FITbot) robo-advisor services as well as referrals via Referral Management & Marketing Automation (ReMMA).

Learn more
TIMMS

Takaful & Insurance Mobility Made Simple (TIMMS)

A cross platform mobile point of sales solution allowing agents to identify client financial needs via Customer Fact Find, recommend products, make presentations, generate quotes and e-submit applications, in a regulatory compliant process.

Learn more
CSSP

Customer Self-Service Portal (CSSP)

Reduces operating cost by enabling the customer to view their detailed information in terms of profile, policies and contracts purchased online, make renewal payment, submit service requests, seek information, or file a complaint.

Learn more
WebPoS

Community & E-worksite Marketing & Distribution (CeMD)

Community portal solution allows organisations to engage with members of their community to nurture trust and create advocates thereby improving customer retention.

Learn more
WebPoS

Multi-channel Distribution Management Solution (McDMS)

For general agencies, IFAs, brokers to simplify operations by consolidating their diverse requirements. With built in performance management and compensation computation our clients have seen improved sales with reduced administration costs.

Learn more
WebPoS

Enterprise Product Configurator (EPC)

Reduce the time to market for insurance and takaful products. Built to rapidly setup product rates, illustrations, validation engine as well as automated testing module allows quick product deployment.

Learn more