Bajaj Life - Case Studies — RadarSoft Technologies

AI-Powered Digital Sales & Quote Management Platform

RadarSoft designed and developed two integrated platforms—Smart Quote and Smart Pitch—that together digitize the complete insurance sales journey, from customer engagement to quote generation and benefit illustration.

RadarSoft designed and developed two integrated platforms—Smart Quote and Smart Pitch—that together digitize the complete insurance sales journey, from customer engagement to quote generation and benefit illustration.

Industry

Insurance / BFSI

Platform

Web Dashboard

Region

Pune

Duration

Ongoing

The Problem

Business Challenges

Manual and time-consuming quote generation process.
Multiple disconnected systems for sales presentations and benefit illustrations.
Frequent product updates requiring repeated development efforts.
Complex product eligibility and validation rules across different channels.
Lack of centralized product configuration.
Limited personalization during customer interactions.
Manual generation and sharing of Benefit Illustration (BI) documents.
Difficulty supporting multiple insurance products and partner-specific journeys.

Manual and time-consuming quote generation process.
Multiple disconnected systems for sales presentations and benefit illustrations.
Frequent product updates requiring repeated development efforts.
Complex product eligibility and validation rules across different channels.
Lack of centralized product configuration.
Limited personalization during customer interactions.
Manual generation and sharing of Benefit Illustration (BI) documents.
Difficulty supporting multiple insurance products and partner-specific journeys.

Man presenting to colleagues in a modern office meeting room.

Business Impact

The integrated platform significantly improved the digital insurance sales process.

Approximately 60%

Reduced quote generation time

35%

Improved advisor productivity

80%

Reduced manual effort for Benefit Illustration generation

50%

Reduced turnaround time for product configuration updates

The Outcome

Sales velocity unleashed. Productivity at scale. Agent empowerment.

An integrated sales platform enabling field agents to create personalized pitches, generate quotes faster, track customer journeys, and access real-time performance analytics.

12×

Faster quote generation

Pitch Creation Time

BEFORE · 45 mins/pitch

AFTER · 15 mins/pitch

67% faster pitch creation

Quote Generation

BEFORE · Manual, 1–2 hours

AFTER · Automated, 5 mins

12× faster

Sales Productivity

BEFORE · Baseline

AFTER · +35% improvement

Higher sales productivity

Sales Productivity

BEFORE · N/A

AFTER · 94% within 3 months

Rapid platform adoption

Data-driven decisions

Personalized pitches · Real-time performance · Customer journey visibility

85% LESS ADMIN OVERHEAD

25% lower carrying costs

35% HIGHER SALES PRODUCTIVITY

REAL-TIME PERFORMANCE ANALYTICS

MORE CASE STUDIES

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Cred

Fintech

Cred

Fintech

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S.Kumars

Manufacturing

E-Commerce

S.Kumars

Manufacturing

E-Commerce