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  • Customer Journey: BPI-Philam Confidential and Proprietary Information. Not For Distribution

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    An RM approaches a VIP client to discuss wealth services from BPI Philam. An estate planning team then presents to the client with the goal of closing an insurance sale. If the client qualifies for the program, new or existing, they are referred to a concierge who sets up appointments for the client and estate planning team to further develop a case brief outlining the client's concerns, which is then reviewed by subject matter experts within 5 days to formulate a solution.

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    Customer Journey

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    An RM approaches a VIP client to discuss wealth services from BPI Philam. An estate planning team then presents to the client with the goal of closing an insurance sale. If the client qualifies for the program, new or existing, they are referred to a concierge who sets up appointments for the client and estate planning team to further develop a case brief outlining the client's concerns, which is then reviewed by subject matter experts within 5 days to formulate a solution.

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    © All Rights Reserved
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    15 views1 page

    Customer Journey: BPI-Philam Confidential and Proprietary Information. Not For Distribution

    Uploaded by

    mplaw4suyen
    An RM approaches a VIP client to discuss wealth services from BPI Philam. An estate planning team then presents to the client with the goal of closing an insurance sale. If the client qualifies for the program, new or existing, they are referred to a concierge who sets up appointments for the client and estate planning team to further develop a case brief outlining the client's concerns, which is then reviewed by subject matter experts within 5 days to formulate a solution.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    CUSTOMER JOURNEY

    RM approaches
    VIP client and
    discusses the
    BPI Philam
    Wealth Services

    Estate planning
    team presents
    to client and
    goal is to close
    insurance
    business

    If client,
    regardless if
    new or existing
    qualifies to the
    program, they
    will be referred
    to concierge

    Concierge sets
    appointment for
    client + estate
    planning team

    BPI-Philam confidential and proprietary information. Not for distribution.

    Concierge to set
    appointment for
    the sales team
    (BAM, BSE, and
    RM)

    The sales team


    will discuss the
    clients situation
    and formulate a
    case brief

    SME receives
    the case brief
    with the key
    concern and
    revert to sales
    team in T+5

    Case Brief will


    be divided into
    three concerns:
    Estate tax pymt,
    wealth transfer,
    or creating new
    estate

    10

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