AutoEaze

Website: www.autoeaze.co.za
A full end to end Product distribution solution. We partnered with the UMA and Product provider create a new retail market presence with full end-to-end direct-to-consumer sales capability. The project was completed in 90 days from inception to launch and successfully ramped to break even in 6 months. The work included
Developing a retail facing brand and band elements to appeal to a wider retail consumer market and make the product easy to understand and less threatening and complicated
Developed digital elements like Website, PPC campaigns, Lead generation activities and campaigns
Developed a sales and marketing CRM system suitable to remote workforce including network design, security, sales flow, website integration, dialer integration, Integration to product systems, Debit order collection process, Policy fulfillment, device configuration for agents, and remote device rollout and maintenance
Developed training material for the agents including, product training, sales training, compliance and QA, work from home resilience.
Recruit and train product specific agents, on-boarding and performance management of agents, Commission models, sales scripts, ongoing training
Developed and implemented full FSCA suitable QA process and system and conduct risk-based Quality assurance and compliance supervision files for submission to FSCA
Launched and ramped the product in market achieving healthy conversion rates and Acquisition costs
Kaelo Health

We partnered with the product provider and insurance company to re-develop and launch the successful medical insurance product range for the retail or direct -to- consumer market. The solution was and end-to-end turnkey solution encompassing all retail elements:
Worked with regulators, and insurance company to develop an appropriate retail distribution structure that ensured the Direct-to-consumer distribution channel to meet the regulatory requirements associated with Market Conduct and other FSCA regulation
Developed a retail facing brand and band elements to appeal to a wider retail consumer market and make the product easy to understand and less threatening and complicated
Developed digital elements like Website, PPC campaigns, Lead generation activities and campaigns as well as social media and external lead generation campaigns
Developed a sales and marketing CRM system suitable to remote workforce including network design, security, sales flow, website integration, dialer integration, Integration to product systems, Debit order collection process, Policy fulfillment, device configuration for agents, and remote device rollout and maintenance
Developed training material for the agents including, product training, sales raining, compliance and QA, work from home resilience.
Recruit and train product specific agents, on boarding and performance management of agents, Commission models, sales scripts, ongoing training
Developed and implemented full FSCA suitable QA process and system and conduct risk-based Quality assurance and compliance supervision files for submission to FSCA
Launched and ramped the product in market achieving healthy conversion rates and Acquisition cost
DisChem Health

We worked with the large retailer and Product provider to re-package and White-label a range of financial services products for distribution to the retailer’s client base as well as attracting Off-brand customers to the brand with open market lead generation and marketing campaigns. The solution caters for multiple products and product ranges such as Medical Insurance, Medical Gap cover, Simple and Underwritten life and a Loyalty and VAP product.
AS in the other solutions we developed an end-to-end solution but also worked intensively on:
Company registration and set-up
Financial modelling and break-even and funding analysis
Compliant structuring of company and various outsourced contracts and solution to meet FSCA regulation
Re-branding and packaging
Retail product design and pricing
Website, social media and Brochureware design and implementation
Lead generation campaign aimed at generating 20k plus leads per month
On-brand lead generation and sales journeys including, email, SMS, WhatsApp and In-store presence and marketing
On-line Fulfillment and omni-channel solutioning
Customer services and Collection environment and staffing
Launch and Ramp
We also supply full management and oversight services including, recruitment, on-boarding, training, performance management, scripting, Quality Assurance, Payroll and commission, Dial strategies and workforce planning.
The products successfully launched into the market in March 2022 and continues to meet targets and ramp up expectations

