Virtual Onboarding Solution

A solution with wide spectrum for engaging customer via video conferencing with rich productivity tools and enterprise grade security

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Meet your new Modern Workplace

As we may already aware that our working environment is changing due to current pandemic situation, therefore an effective and secure solution for meeting our customer is very important to us. SOS has launched a new Virtual Onboarding Solution which integrated with Microsoft Teams to provide a Modern Workplace with Video Conferencing and Enterprise Grade Security to facilitate the distribution of insurance product under the covid-19 pandemic. In respect of the covid-19 pandemic, social distancing is recommended and restricted between human being which affects the ecosystem of Agent of reaching out their customer face-to-face. Hence, this solution provides an integrated platform for Agent to meet their customer in a virtual environment and to manage their client’s meeting arrangement on Microsoft Teams.

Virtual Onboarding Solution is integrated with Microsoft Teams, which is a highly secured cloud-based team collaboration application. Agent can make up arrangement on the meeting dashboard to meet customer via Teams video conference. The meeting data like client contact info, meeting subject, date and time, meeting description etc will be stored in Teams. These data can be accessed by Agent anytime and anywhere on any device. With just a simple few click to arrange a new meeting; an e-mail will then be automatically sent to the customer attached the meeting agenda and a one-click join meeting link. To safeguard both Agent and customer best interest in preventing the law issue in future, the meeting can be recorded manually or automatically with third party solution.

Integrated with Microsoft Teams and enhance your Video Conference meeting requirement

Virtual Onboarding Solution is integrated with Microsoft Teams, which is a highly secured cloud-based team collaboration application. Agent can make up arrangement on the meeting dashboard to meet customer via Teams video conference. The meeting data like client contact info, meeting subject, date and time, meeting description etc will be stored in Teams. These data can be accessed by Agent anytime and anywhere on any device. With just a simple few click to arrange a new meeting; an e-mail will then be automatically sent to the customer attached the meeting agenda and a one-click join meeting link. To safeguard both Agent and customer best interest in preventing the law issue in future, the meeting can be recorded by one-click button or start auto-recording with a third party solution.

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Virtual Meeting

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Enterprise-Grade Security and Compliance

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Modern Workplace

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User Friendly Interface

Video Conference
Meeting Recording
Meeting Whiteboard

Location Check
Disclaimer Acceptance
Audit Trail
Powered by Microsoft Security

Instant Messaging
Collaborating with Colleagues
File Sharing and Co-authoring

One-Click join meeting
Dashboard report
Smart retrieve data

Solution Highlight

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One-Click to join Teams Meeting

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Meeting Setup Page

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Meeting Recording

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Access Log and Power BI Report

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Retrieve Address Book from Office 365 Azure AD

User-friendly design for both Agent and customer could be benefit with just one-click on a link to join the meeting without extra technical support

Simple Interface to setup meeting date & time, agenda, and automatically send out meeting invite to customer

Start meeting recording in Microsoft Teams by clicking a single button. Auto-Recording can also be enabled through 3rd party recording solution

Integrated report in Teams for Agent to oversee customers data like number of meeting, duration of video conferencing, types of insurance product, customer location

Customer contact information can be stored and retrieved from the Office 365 address book

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Disclaimer Acceptance Page

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Location Check

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Services Rollout and Change Management

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Rich Productivity Tools

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Flexible Pricing Model and Support

A disclaimer agreement has to be committed by customer before they join the video conference

Location would be checked before the meeting starts in order to fulfil the location requirement

SOS provides dedicated Customer Success Manager for service rollout and change management which include End-User Training and Administration Skills Transfer services

Powered by Microsoft Teams with Email and Calendar, Office Online, Cloud Storage, Working Planner, Workflow, etc

Subscription Model based on number of users which include technical support, regular product update and end-user training