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Permanent Digital Archive in Insurance using Mind Mapping
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Permanent Digital Archive in Insurance using Mind Mapping

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Permanent Digital Archive in Insurance using Mind Mapping. For Insurance Companies and Brokers.

Permanent Digital Archive in Insurance using Mind Mapping. For Insurance Companies and Brokers.

Published in Economy & Finance
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Transcript

  • 1. PERMANENT DIGITALARCHIVE IN INSURANCEUSING MIND MAPPING
  • 2. Reasons• Legal• Audit• Internal Controls• History of the organization• Statistics
  • 3. Advantages of using Mind Mapping• 1 single file per customer• 1 external viewer• Independent of the original formats• Text, spreadsheets, attached PDFs, images, videos, Charts• Visual format• Global and detail view• Tree structure
  • 4. Elements of the archive• Personal information of the Policy holder• Policies• Receipts• Claims• Claim Payments• Documents• Summary
  • 5. EXAMPLE
  • 6. Overview
  • 7. Personal Information of the Policy Holder
  • 8. Policies of an insurance type
  • 9. Detail of Policies
  • 10. Detail of a Policy (Attached PDF)
  • 11. Receipts of a Policy
  • 12. Detail of a Receipt (Attached PDF)
  • 13. Claims of a Policy
  • 14. Detail of a Claim (Attached PDF)
  • 15. Summary of the Policy Holder
  • 16. (C) Infoseg 2013 http://www.infoseg.com/
  • 17. Contact InformationJosé M. Guerrerojm@infoseg.comInfoseg, S.A.http://www.infoseg.com/Mind Mapping automationhttp://www.infoseg.com/mi_01_en.shtml Images courtesy of http://www.freedigitalphotos.net/