INSURANCE MODULAR SUITE - Virtual Office

Transcription

1 INSURANCE MODULAR SUITE - Virtual Office

2 Virtual Office Virtual Office is the software solution that enables insurance companies to manage and control activities between the insurance company, intermediaries, insureds and potential customers, facilitating the integration of marketing channels with the company s internal business processes. Our solution reduces operating costs by reducing the time and effort required to quote, issue and manage an insurance policy. Virtual Office boosters new insurance product quick introduction to the market thanks to its configurator product, allowing new coverage generation without code revision. Virtual Office s Service Oriented Architecture (SOA) allows easy bite-size chunk implementation. It also provides easy integration with other systems of the company. General features Online subscription Automated tracking from loading, data validation, risk assessment and policy issuance. Integration with internal and external systems of the company Interaction with CRM, document production and Business Intelligence applications. Online communication Updated information on the client portfolio and / or policies. General benefits Improvement in service Deployment of multiple channels so that the client, agents and / or producers can start a sales process or make queries from anywhere. Improvement in the Time to Market Flexibility in the configuration of new products. Increase the rate of conversion of leads Automated monitoring of the different stages of commercialization. Increase in production Performing croselling and upselling of current customers. Reduced operating costs Self-management for customers and producers online.

3 MÓDULOS DE LA PLATAFORMA SALES SERVICES This module provides commercial services that provide the insurer and its intermediaries with tools to boost sales, from collecting customer data to tracking the business process > Extraction contacts from social networks. Segmentation of client portfolio to generate marketing campaigns. > Derivation of leads to producers or internal staff of the company. > Automated tracking of the sales process: reminders and scheduled activities. POLICY SERVICES The Policy Services module helps optimize the relationship with your distribution channels and customers, by proactively tracking policy status and change history. > Integration with CRM, document production and Business Intelligence applications. > Automatic determination of the monitoring process and pending requirements. > Maintenance of policies online. > Management of endorsements. > Management of current accounts. UNDERWRITING WORKFLOW Here is incorporated a workflow subscription based on a BPM engine for the automation and flexibility of the process of issuing policies. The rules engine allows you to create simplified processes to reduce manual effort and operating costs. Users can quickly make changes to business rules to comply with new regulatory guidelines and business requirements. > Online subscription process, from uploading and validating data, risk assessment and issuance of the policy. > Intuitive subscription, only the necessary data is requested to make a evaluation of the subscription. > Automated risk assessment based on configurable business rules. > Approval of policy requests automatically or manually.

4 ADVANTAGES BUSINESS AND TECHNICAL Business Advantages > Segmentation of the customer portfolio, increasing the possibilities of sale by sending specialized campaigns. > Quotation and consultation of policies through mobile devices, offering greater channels of access to information. > Extraction of contacts from social networks, generating leads. > Generation of detailed reports of campaigns, making it possible to know their effectiveness and the ROI of the same. > Online communication of events related to the portfolio of clients or policies. > Emission of policies more quickly given the integration with various internal applications of the company. > Self-management for customers and producers, avoiding the participation of company personnel and reducing operating costs. Technical Advantages > Reuse of operational business functions in core systems to enhance their functionality through ISB. > Workflow control and process management by business analysts. Thus, the rules for processes can be configured and modified through a simple interface and by non-technical personnel. This way you can make changes and improvements quickly without the need for code creation in the development area. > Use of ACORD standards for communication and exchange of information for sending and receiving messages. ACORD also standardizes the format in the exchange of information within the company, with third parties, for all branches and geographies where it is applied, thus ensuring the quality of the data. > Integration with other systems of the insurer: through the ISB, existing applications can be integrated, generating a same face visible to the users, through a service-oriented architecture (SOA). In this way, there will be greater fluidity in the processes. > Generation of omnichannel strategies through a web system based on roles, producing an openness of information.

5 FUNCTIONALITY FOR INTERMEDIARIES QUOTE / ISSUE Personal Accident insurance quote 1. General Data Datos Generales 2. Coverages and Quotation Buenos Aires Businessman Screen of online quote of managed AP by an intermediary through the platform MY INSURED 3. Data Personal CONSULTATIONS 4. Confirmation and paid ENDOSES CLAIMS CTA. CURRENT Puerto Madero 1107 Development of software RETURN 39 years NEXT 3 Functionality > Operate at any time and place (mobile version). > Consultation of your client portfolio. > Consultation of your current account (commissions and withholdings). > Consultation of general requests, according to their states. > Quote products. > Issue insurance policies instantaneously. > Obtain payment coupons. > Manage a claim of loss. > Streamline inspection processes thanks to the inclusion of images and documents. > Carry out endorsements. > Download documents in PDF or Excel format. > Check the maturities of the insured's policies, being able to renew them. > Receive notifications about expiration dates, news, requests, queries and operative processes in general. > Receive and send messages. > Contact the Call Center of the insurance company. > Management of Rubricated Books: collections, operations, among others. > Preliquidations (creation, editing and consultation). > Possibility of operating through its mobile version from a wide range of mobile devices.

6 FUNCTIONALITY FOR INSURED Functionality Datos Personales Daniel 12/07/1975 Married Valoration Identifications MY DATA State MY POLICIES Alejandro Male Empresary DNI NOU Contact s Alternative Phones Fixed Mobile Screen of the detail of data of an insured inside of platform REPORT SINISTER Galanti Argentina ENDOSES 3 + > Consultation and detail of the policies of each insured. > Modify and / or update account data. > Make a claim report and query the status of the same. > Obtain in real time the payment coupons, receipts, consumptions and corresponding invoices. Possibility of downloading these documents in PDF format. > Adhering to the payment of the automatic debit policy, as well as modifying the means of payment of the same. > Obtain the electronic policy (PE). > Request new budgets. > Quote online. > Contact the producer immediately. > Request assistance services on the route. > Contract new products / services of the insurer. > Receive alerts of news and exclusive benefits. > Obtain billing history, endorsements, documentation. > Receive notifications of renewals of the policies. > Quick access with the Contact Center. > Obtain certificate of coverage or generate payment coupons. > Search for branches of the company's policyholder. > Possibility of operating through its mobile version from a wide range of mobile devices.

7 Somos un socio tecnológico para la industria de seguros que apuesta al crecimiento de nuestros clientes con tecnología y experiencia en el mercado. dedicada al desarrollo de software y soluciones a medida para el mercado asegurador de finanzas, incorporando la experiencia del usuario en todos los procesos. de finanzas, incorporando la experiencia del usuario en todos los procesos. de finanzas, incorporando la experiencia del usuario en todos los procesos. FUNCTIONALITY OF THE PLATFORM Virtual Office Un nuevo enfoque en seguros Somos un socio tecnológico para la industria de seguros que apuesta al crecimiento de nuestros clientes con tecnología y experiencia en el mercado. Virtual Office is a solution that has allowed insurers to significantly enrich relationships with clients and the agent / broker (intermediaries). With this solution it is possible to grow the client portfolio and respond to current market opportunities, as it provides a set of functionalities to be able to automatically deliver to the agent the information necessary for their daily work. Virtual Office dedicada al desarrollo de software y soluciones a medida de finanzas, incorporando la experiencia del usuario en todos los procesos con el fin de posibilitar la gestión de prácticas ágiles dentro de dominios complejos. Un nuevo enfoque en seguros Somos un socio tecnológico para la industria de seguros que apuesta al crecimiento de nuestros clientes con tecnología y experiencia en el mercado. dedicada al desarrollo de software y soluciones a medida de finanzas, incorporando la experiencia del usuario en todos los procesos con el fin de posibilitar la gestión de prácticas ágiles dentro de dominios complejos. dedicada al desarrollo de software y soluciones a medida de finanzas, incorporando la experiencia del usuario en todos los procesos con el fin de posibilitar la gestión de prácticas ágiles dentro de dominios complejos. Un nuevo enfoque en seguros Somos un socio tecnológico para la Virtual Office industria de seguros que apuesta al crecimiento de nuestros clientes con tecnología y experiencia en el mercado. From Virtual Office you can manage the entire life cycle of an insurance policy, quote, subscription, policy administration, billing, claims management, including a modernization or seamless integration with the pre-existing systems in the insurer. Virtual Office Un nuevo CONTEMPORARY enfoque en seguros ART de finanzas. de finanzas. de finanzas.

8 SysOne_ar SysOne Latin America SysOne SysOne SysOne Latam Documentation Corporative SysOne Latam