Infosistema implements Auto Insurance Sales Process integrating Banking and Insurance
Following on from previous projects developed by Infosistema with Outsystems technology, an Insurance Company requested Infosistema to develop a solution that would integrate with the services of a Bank and allow the entire process of selling auto insurance, from simulation to formalization. A simulator that goes until the actual sale, thus allowing the customers to opt for the most convenient and best solution and have it right away.
Case Study: Infosistema implements Auto Insurance Sales Process integrating Banking and Insurance
Major Impact on: CostumersMore information>
Claims Management Portal
Portal geared towards the control of the compelete monitoring and management flow of Claims. It has a strong workflow and procedural components and includes the procedures to follow in case of Claims, according to a classification by Sinister/Customer/Policy.
Major Impact on: OperationsMore information>
Process Optimization
To improve the claims management process for work accidents, Lean 6 Sigma methodology was adopted, in particular the DMAIC improvement cycle. Tools such as Voice of the Customer, Value Stream Mapping, Fishbone Diagram, 5S and risk analysis techniques having been used.
Major Impact on: CustomersMore information>
Business Intelligence and Data Analytics
The project for the Insurance customer includes the provision of indicators and multidimensional self-service mechanisms of analysis, in terms of process performance (issuance of policies, additional minutes and claims process), retention/customer loyalty, cross-selling of products and claims ratios.
Major Impact on: CustomersMore information>
Insurance Agent Portal
The main goal of Agents Portal is to ensure the availability of the necessary features for Agents to carry out the management of their customer’s portfolio/policies jointly with the Insurance Company. Its set of features and scope depend, in a large extent, on the level of involvement of the specified Agent with the Company and their relationships policy.
Major Impact on: CustomersMore information>
Providers and Suppliers Portal
Portal designed for the interaction of Insurance Companies with their partners and suppliers. The main benefits of this Portal available will be to facilitate the interaction between the Company and its Partners, the standardization of information sharing and the inherent processes.
Major Impact on: OperationsMore information>
