As we may already aware that our working environment is changing due to current pandemic situation, therefore an effective and secure solution for meeting our customer is very important to us. SOS has launched a new Virtual Onboarding Solution which integrated with Microsoft Teams to provide a Modern Workplace with Video Conferencing and Enterprise Grade Security to facilitate the distribution of insurance product under the covid-19 pandemic. In respect of the covid-19 pandemic, social distancing is recommended and restricted between human being which affects the ecosystem of Agent of reaching out their customer face-to-face. Hence, this solution provides an integrated platform for Agent to meet their customer in a virtual environment and to manage their client’s meeting arrangement on Microsoft Teams.
Virtual Onboarding Solution is integrated with Microsoft Teams, which is a highly secured cloud-based team collaboration application. Agent can make up arrangement on the meeting dashboard to meet customer via Teams video conference. The meeting data like client contact info, meeting subject, date and time, meeting description etc will be stored in Teams. These data can be accessed by Agent anytime and anywhere on any device. With just a simple few click to arrange a new meeting; an e-mail will then be automatically sent to the customer attached the meeting agenda and a one-click join meeting link. To safeguard both Agent and customer best interest in preventing the law issue in future, the meeting can be recorded manually or automatically with third party solution.
