Non-life insurance
Client Location: Switzerland
Teams working on: Saigon Team, Hanuman Team
Duration: 6+ years
Challenge: We were tasked with developing a new solution for reading and searching information related to the terms and conditions of various insurance products. They also required us to improve the UI's look and feel while ensuring seamless integration into the client's larger ecosystem.
Solution
We created their system’s software modules to help employees reduce the effort needed to manage daily tasks, partner and broker information, and contracts. Beyond internal processes, the system also offers effective tools for managing consent and potential customers.
Main features
Partner management
Display personal information, partner relationships and contract information
Manage daily tasks and cases for partners
Manage broker information
Download/upload partner information
Contract management
Display nonlife-insurance objects, basic contract information, contract documents, payment information, claims, and contract coverage
Manage daily tasks and cases for contracts
Manage contract history
Marketing management
Collect and manage the consent of customers
Support customers themselves to change their consent
Collect the contact information of potential customers
PRODUCT
Technology stacks
PRODUCT
Preview
Categories
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