Great Eastern and OCBC (Singapore) Client Profile For over 90 years, Great Eastern Life Assurance Company (Great Eastern) provided its policyholders with financial security and peace of mind. Having S$23.8 billion in assets, the company has grown into the largest asset-based life insurance company in Singapore and Malaysia, with over more than 2 million policyholders at present. Management Challenge Great Eastern’s key requirement is to empower its sales agent with a state-of-the-art Point-of-Sales terminal for both online and offline customer servicing. In addition, one of the requirements is to revamp its product quotation system to enable it to be user-friendlier . At the same time, Great Eastern, together with Overseas Chinese Banking Corporation (OCBC), was also seeking a STP solution for their Bancassurance business as OCBC was one of Great Eastern’s key distributors. The primary requirement was a solution that enables OCBC Financial Planners to aggregate customer data from its Siebel CRM. The data would then be channeled to the product quotation system to retrieve a quote and generate a proposal in a STP manner. Our Solution For this project, Firium deployed a customized Avantrade system to empower the Great Eastern and OCBC’s sales Agents with the necessary sales and client management tools. This module is to be implemented for both online and offline environment with the necessary remote application management module.