What is SOAS - ARM?

The Insurance Industry has important challenges in present days, regarding the commercial activity :

  • A strong competition between insurance companies and the growing number of new insurance companies.
  • It is very difficult to measure the agents and their activity.
  • The relationship between the Insurance Company and the Insurance Agent is usually not as beneficial as it could be.
Considering the previous assumptions, SOAS platform emerged. SOAS means "Support for Insurance Agents", and this is a solution that enables the company to answer important questions that today are difficult or impossible to answer:
  • How many agents are inactive?
  • What ideal behavior does the company expect from the agent?
  • How loyal is an agent to the Insurance Company? 
  • What performance do the Agents have?
  • What conversion rates do the Agents have?
  • What results are the campaigns driving?
  • Which opportunities are being missed by the Agents?
  • Are the Agents keeping continuous contact with their clients?

SOAS is a new type of solution conceptually called "ARM" (Agent Relationship Management)

By measuring the relationship with the agent, you can improve it for the benefit of the Insurance Company. Remember:

"Everything that we cannot measure, can't be improved."

Business information

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  • Functional details

    Agent 360 Customer 360 Agent Alarms - loosing loyalty - claims increase - loosing products Customer Alarms Ideal Products by Agent Ideal Products by Customer Agent ranking Agent Rewards (loyalty programs) Tasks (interaction with agents)

  • Business problem

    Be able to provide to the actual sales force of a Insurance Company tools to be able to sell more policies. This will increase agent loyalty and sales. Companies will gain Agent Intimacy. 

  • Business opportunity

    1. Increase and maximize the relationship bertween the Insurance Company and the Insurance agent.
    2. Allow control of sales activity performed by the Insurance Agents.
    3. Give the Insurance Company key information regarding the sales and commercial activity of the Sales Force.

    4. SOAS also currently supports SasS model based on CloudComputing. This allows the Insurance Companies to rent the software, hardware and middleware, paying only for what they use.

  • Return on investment

    1.- lost of agents, so customers

    2.- gain loyalty, so sales 

  • Competitive advantage

    1. All-in-one solution that provides the Agents with all they need to do their work in a measurable way.
    2. Implementation time: 4-5 months.
    3. Not a generic CRM tool, this is a specialized sales solution for Insurance Companies.
    4. Business intelligence for Insurance Companies built-in.
    5. Insurance Company Sales Datamart is included.
    6. SOAS also works in a SaaS scheme based on CloudComputing, so the client can take advantage of all the benefits in using CloudComputing.

    If you want to know more about SOAS in CloudComputing, please refer to:



  • Industries

    Insurance Industry

  • Solution areas

       Agent Management

  • Customer size

    Very Small Business (Less than 50 employees)
    Small Business (50 to 99 employees)
    Midmarket Business (100 to 499 employees)
    Midmarket Business (500 to 1000 employees)
    Large Business (greater than 1000 employees)

  • Languages supported

    Spanish; Castilian

  • Countries/regions available for distribution

Technical information

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  • Hardware/OS platforms

    Windows XP family
       Desktops and Notebooks (all brands, including ThinkPad/ThinkCentre PCs by Lenovo)

  • Services

    Business Solutions: Customer Relationship Management

  • Software

    IBM Information Management
       Information Management
          DB2 Enterprise 9
          InfoSphere DataStage
    IBM WebSphere
          WebSphere Application Server
          WebSphere Application Server - Express

Date last modified:    May 19, 2015


Contact information

José María Álvarez Echevarría
+52 01 55 52071656


SOA Professionals S. de R.L. de C.V.
Florencia 31 int. 703-704
Col. Juarez, Del. Cuauhtémoc
Mexico City, Distrito Federal 06600

+52 55 52071656

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