Prudential Assurance Malaysia Berhad (PAMB) has revealed the PRUdream planner, the first of its kind interactive tool for agents to accurately assess the needs and financial priorities of their customers and provide them with tailored solutions.
PAMB has equipped its agents with this needs-based interactive app to make planning for life goals accessible for their customers while providing the agents with a new and innovative way to provide consultation with increased efficiency. With the multi-swipe, easy-to-navigate app, customer and agent will navigate a series of illustrated questions together.
Through this process, pertinent information is collected about the customer and his needs and financial priorities are assessed in relation to his life goals. Through PRUdream planner, the agent will then navigate PAMB’s wide selection of insurance solutions and provide tailored recommendations that fulfill his customer’s protection needs.
PAMB’s Chief Strategy Officer, Wan Saifulrizal Wan Ismail, commented, “Through the PRUdream planner, Prudential aims to further enhance the buying experience for our customers, one that reinforces Prudential’s commitment to listen to their needs and offer customized solutions that fit their life goals.”
“It’s an easy and seamless way for our agents to promote needs based solutions while making the process of information gathering vivid and interactive for our consumer. The PRUdream planner is a guide to achieve the life you want as it learns about you, what you care about and assesses how you can financially achieve it.”
PAMB is committed to supporting the government’s efforts to further improve the life insurance industry through initiatives that promote innovation, a more competitive market and high levels of professionalism for their customers.
The PRUdream planner supports Bank Negara’s Life Insurance and Family Takaful Framework to promote innovation and professionalism within the provision of insurance products and services, as well as thoroughly complements PAMB’s missions to provide quality solutions-based sales experience for its customers and raise awareness among families on the importance of long-term financial planning as they strive to achieve their dreams.