Our customer is a software development company that offers service of working environment for insurance brokerage agents.
Insurance brokers have to have a single environment to store customer information, send requests for quotas to insurance carrier markets, issue insurance policies, and store all related documents and email communication in a single place – for tracking purposes and for policy expiration notifications.
Managing quotes for given customer from sending information to market, to issuing policy and tracking renewal opportunities required a system which would store current quote status and track all status changes, including secondary logical branches when standard process changes anywhere in the middle, because one or many of agents make non-standard decisions.
The important part of the system was also to implement business logic, which automatically estimates different figures like dates, prices and commissions, providing a user an opportunity to review and change those in the process.
In order to provide a general picture of system output for people from management, reporting should be implemented, which allows to control values like total company revenue, specific broker’s revenue, specific broker’s workload and so on.
To reach the goal a set of applications has been developed:
Implementation of product helped customers to concentrate on their business goals while they avoid doing manual job of gathering information required for their business process. Policy renewal notification excluded the risk of not renewing insurance policies when customer needs that.