— Insurance · Core Platform

TFS Sales Platform

The core platform that powers the end-to-end digital sales journey

View Capabilities
WebPoS
MobilePoS
— Overview

Built for end-to-end digital sales

MobilePoS and WebPoS is a multi-platform, end-to-end digital Point-of-Sales solution designed to support the entire Conventional and Islamic insurance sales journey.

It enables insurers to digitalise the full sales lifecycle — from prospecting and financial needs analysis to quotation, application and submission — through a seamless, paperless experience across both mobile (offline and online) and web platforms.

Fully integrated with activity management and e-signature capabilities, MobilePoS and WebPoS provide a unified platform that enhances agent productivity, improves sales efficiency, and delivers a superior customer experience.

Key Capabilities

01

End-to-End Digital Sales Journey

  • Customer and prospect management
  • Financial Needs Analysis (FNA) and financial planning
  • Product recommendation and quotation
  • E-Application, E-Submission, and policy processing
  • Complete digital workflow from prospect to policy
02

Fully Paperless & Integrated Processes

  • E-signature capture via agent device or customer mobile (SMS / QR code)
  • Integration with insurer's e-payment gateways (credit card, giro, salary deduction)
  • Seamless submission to insurer's backend systems
  • Optional integration with underwriting engines for real-time decisioning
03

Advanced Sales & Financial Planning Tools

  • Risk profiling and financial needs analysis
  • Cash flow and net worth calculation
  • Existing Conventional insurance coverage analysis
  • Personalised product recommendations
04

Flexible Multi-Platform Deployment

  • MobilePoS (Offline & Online): iOS, Android, Windows
  • WebPoS (Online): browser-based access
  • Supports cloud or on-premise deployment
  • Customisable, flexible, and modular architecture
05

Comprehensive Application & Submission Management

  • Support multiple applications and multiple insured in one submission
  • Capture nomination, payment details, and supporting documents
  • Dynamic questionnaires and regulatory declarations (e.g. FATCA)
  • Configurable workflows and document preferences
06

Integrated Agent Activity & Performance Management

  • Seamless integration with myActivityGoal
  • Automatic capture of field activities from the sales process
  • Goal tracking, performance monitoring, and sales projection
  • Role-based dashboards for agents, managers, and management

Business Benefits

Accelerate Sales Cycle

Reduce turnaround time from prospecting to application submission through fully digital workflows

Enable Paperless Operations

Eliminate manual paperwork and reduce errors with end-to-end digital processes

Increase Agent Productivity

Provide agents with a unified platform to manage customers, sales activities, and applications

Improve Visibility & Control

Gain real-time insights into sales activities, pipeline, and performance across the organisation

Enhance Customer Experience

Deliver faster, more convenient, and seamless interactions through digital engagement and e-signature

Seamless Integration & Scalability

Integrate easily with backend systems, underwriting engines, and payment gateways while supporting business growth

to discover how MobilePoS and WebPoS can accelerate your distribution performance and enhance customer engagement. Contact Us