Research
Based on the results of implementation of the product “Electronic Policy. “Portal for Agents” (B2B) at real participants of the insurance market, the company’s employees conducted an in-depth analysis of its functioning, identified bottlenecks and architectural flaws. On the basis of this analysis a qualitatively new product was created – Electronic Policy 2.0. “Portal for agents” (B2B).
Project Tasks
01
Create a system for launching insurance products in the agent network
02
Screen forms should be easy to edit without the need for a programmer
03
Create a modern and user-friendly interface design that allows you to track the status and dynamics of sales
04
The system should be able to generate a list of tasks
05
The system should allow an agent to maintain his sub-agent network on the portal
Design Concept
Login and registration
Simple and easy to log in to the product theme.
Start screen
The agent workplace has been re-created on the basis of a modern and convenient design, using new web technologies.
Statistics
Convenient and clear interface allows not only to issue insurance contracts, but also to monitor the status and dynamics of sales. For the user’s convenience, the current volume of collections is displayed, reports with visual statistical indicators on a time scale are available.
Calculation and registration of MTPL insurance
В списке договоров можно легко найти свои действующие договоры, а также можно обратиться к архивным полисам.
MTPL insurance policy
Added web-interface customization tools, improved product line customization features
Data arrays
The external program interface has been improved, approaches to working with data arrays have been changed, individual nodes of the system have been optimized.
Graphs
Convenient and clear informers and graphs have been added to the interface, which display the current state of affairs – the number of executed contracts and collected premiums.
Functionality
01.
Ease of customization and maintenance of insurance products
02.
Visual form builder, you can customize the product for yourself
03.
Ability to monitor the status and dynamics of sales with the help. reports and statistics
04.
Ability to form tasks, staff management function
05.
Various roles are provided on the portal to ensure a complete sales cycle
06.
Insurance agent has an opportunity to keep records on the portal in the context of its own sub-agent network
Results
The new product has received a fresh and modern interface, based on a fundamentally new and functional technological stack, has become more convenient, faster outside and more powerful inside, thereby providing many new opportunities for both end users and insurers.
