gtFace: Insurance (Remigiusz Klonowski)

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Click to add text is an international part of Insurance v Contact: | www.gtFace.com | [email protected] | (+353) 851 261 081

Transcript of gtFace: Insurance (Remigiusz Klonowski)

Click to add textis an international part of

Insurance

vContact: | www.gtFace.com | [email protected] | (+353) 851 261 081

What do we do?

Architecture of systems

Development Testing ImplementationsAnalysis & Consulting

Our team

10+ yearsof the market

300+specialist

6+ yearsof experienceIn insurance sector

80+specialists ininsurance sector

How can we help you?

Construction of Insurance calculators

Modelling of sales processes

Workflow processes

Bancassurance and recommendation

Configuration of documents generatedin Oracle BIP

Proagent applications

Underwriting

Construction of direct applications

Pega BPM Prokomis applications

Construction of sales systems

Prodealer applications

Experience in systems for insurance sector

Systems in Contact Center

SystemDirect

Systems Bancassurance

System Diler/Agent

FRONT-END SYSTEMS

DATA-BASE SYSTEMS PRODUCTS SYSTEMS SPECIALISTIC SYSTEMS

Management of products data

Management of clients data

Management of sales network data

General insurance system

Financial insurance system and insurance warranty

Life insurance system

Health insurance system

System of investment funds

CRM

Debt management system

Reassecuration systems

Product generatorANALITICS SYSTEMS AND INFORMATION MANAGMENT

Data wholesale

Accomplished projects

System optimization for agents to sale insurance policies

ProblemThe old system to sell policies by agents was slow, unintuitive and expensive to maintain.

SOLUTIONWe have conducted an analysis involving agents using the previous system. All major defects and "bottlenecks" and proposes solutions were detected.

EFFECTThe main advantage in the sales area is improvement of customer service. With the introduction of new solutions implemented system was giving agents - innovative at Polish market scale - possibility of combining selected by the customer, various types of insurance into a dedicated package. In addition, the system has a module that suggests a set of insurance products based on the most frequently chosen by customers. For the use of portal the design of the property insurance has been changed. With the introduction of modular products, customers can select appropriate options to protect themselves. The system automates and accelerates the process of issuing insurance policies. Customers data are being used by the portal. Thanks to automatic marking and prompting standard options, the system automatically prompts the suggested sum insured, calculated on the basis of location, building type and scope of protection. Therefore the agent is able to issue a policy, even several products through several clicks in a few minutes. Innovation on the scale of Polish insurance market is also a unique functionality, introducing the use of electronic signatures, which gives the possibility of generating the document also on smartphones and tablets.

Together with the client we have created a new team that created and implemented the system successfully.

Automate process of the sale of insurance services.

ProblemAutomate process of the sale of insurance services.

SolutionThe analysis showed that the most preferred channel of communication between the insurance company and the insurance institutions will form the portal www. For this purpose has been created Web application (portal), which serves as a recorder of applications. Each of the brokers have access to a library dedicated to their products. Sales are made by filling an application in electronic form - user (seller) is run by another party registrar, who verifies the data entered. The result is an application that can be printed, and ultimately sent to downstream systems insurer in order to create the policy.

EffectShared portal allowed the simplification of procedures related to the sale of insurance services. The data entered by the insurance employees are largely verified at the stage of filling the form and will go to systems insurer immediately, without having to rewrite their applications from paper.

Implementation of new product system

ProblemThe old product system was expensive to maintain and very complicated to use.

SOLUTIONA new product system calculating taxes has been chosen. It was decided that it will also be an application that will handle the sale by the call center, website and agents.

EFFECTAs a result of the changes was a new look of sales system, which communicate with the new systems. We have implemented an actual algorithm calculating insurance rates with regard to vested discounts. We have established web application used by the call center department, whose main purpose is to find and presentation of customer data that is currently talking with the employee call center. With this application, call center employee has a view not only in the client's personal data, but also all the products (policies) that the customer purchased. Next to a list of policies there is a preview of customer’s losses in the context of policies purchased, and for all damages a list of claims. This system also allows to view the history of customer interactions and to generate reports for clients. That reduced costs associated with entering and operating policies by centralizing the entire process.

We have also created a web application used to register new applications portal for customers. In addition to registration of the application to print the simulation and the so-called insurance. product sheets in PDF format. Product card is a document designed for the client containing all the relevant information about the purchased product such as simulations, fees, contributions, information about the risks, legal information, description of services, etc.

Implementation of a new insurance product

ProblemThe customer wants to implement a new insurance product. Based on previous experience, it was found that there is a high risk of errors reported by testers UAT, which can result in reflection of the implementation of the new product.

SolutionFollowing a retrospective of the activities of the development team, we have found two key causes of the existing state:

a) low awareness of end-users about the scope of changes being implemented,b) the lack of precision folding requirements versus the expected changes.

It was decided to include end users to process requirements by organizing special additional workshop sessions (every 2 - 3 weeks). The need for improvements in this area has been escalated to the level of line managers and approved. Users who need acceptance tests were required to create their own test scripts, they had organized a meeting with members of the development team to unify understanding of the requirements and needs.

EffectThe product has been implemented within the full extent and in full capacity to generate profit. The number of errors reported by testers UAT about the importance of higher than 2 (in a 5-point scale), delaying implementation was zero. Service production of the product takes place without incident.

A few of our clients

for your attentionThank you  

vContact: | www.gtFace.com | [email protected] | (+353) 851 261 081