Vision Allianz
Insurance · Jakarta, Indonesia
How an Allianz advisor cut premium calculation time by 90% and started closing more with instant PDF quotes
Christian Juanda used Maiarix to automate the most time-consuming part of his workflow — turning 30-minute manual calculations into 3-minute AI-powered quotes delivered as professional PDFs on WhatsApp.
The Challenge
Insurance sales is a competitive, relationship-driven business. Advisors who respond faster, with clearer information, win more clients. For Christian Juanda, an Allianz Vision Insurance Advisor, the bottleneck wasn't knowledge — it was speed.
Every time a prospect asked about a premium, Christian had to manually cross-reference product tables, calculate based on age, sum assured, and rider options, then format a quote document. A single response could take 30–45 minutes. When a prospect asked on a Sunday evening, they'd often wait until Monday — and by then, they'd contacted another advisor.
Before Maiarix:
- • 30–45 minutes per premium calculation (manual lookup + formatting)
- • PDF quotes sent hours or days later — often via email, not WhatsApp
- • No response on evenings or weekends — prospects moved on
- • Credibility gap: slow responses made clients question preparedness
The Solution
Christian uploaded his Allianz product rate tables and common rider structures to Maiarix. The AI agent was trained to ask the right qualification questions (age, coverage needed, budget), calculate the premium, and generate a formatted PDF — all inside the WhatsApp conversation.
The manual bottleneck
Every premium calculation required Christian to manually look up rates, cross-reference rider options, apply discounts, and format a quote — often taking 30–45 minutes per client. Sending a polished PDF added even more time.
Maiarix goes live
Christian connected his insurance product catalog and pricing tables to Maiarix. The AI agent was trained to handle premium inquiries on WhatsApp and generate structured quotes on demand.
Clients get instant quotes
Prospects who used to wait hours — or give up — now received a professional PDF quote in seconds. Christian spent the freed time on needs analysis and relationship building, not data entry.
Credibility & conversion
Responding instantly with a branded PDF positions Christian as a professional who is always prepared. His close rate improved because clients perceived faster response time as expertise and trustworthiness.
“Premium calculation that used to take 30+ minutes now takes under 3 minutes — 90% faster. Clients get a professional PDF quote in seconds. My close rate has gone up because I look more credible and respond instantly.”
CJChristian JuandaInsurance Advisor, Vision Allianz
The Results
After Maiarix:
- ✓ Premium calculation time: 30+ min → under 3 min (90% faster)
- ✓ Clients receive a branded PDF quote in seconds — inside WhatsApp
- ✓ Quotes available 24/7 — no more lost weekend inquiries
- ✓ Close rate improved — instant, professional responses build trust
- ✓ Time freed from calculations now spent on relationship-building
Why this matters for insurance
In insurance sales, the advisor who responds first with clear, professional information usually wins the client. Speed is not just convenience — it signals competence. Maiarix gave Christian a structural advantage over advisors still doing calculations manually.
Insurance · Property · F&B
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