gtFace: Insurance (presentation)

1. Click to add text
is an international part of
Insurance
vContact: | www.gtFace.com | info@gtFace.com | (+353) 851 261 081

2. What do we do?
Architecture
of systems
Development Testing ImplementationsAnalysis &
Consulting

3. Our team
10+ years
of the market
300+
specialist
6+ years
of experience
In insurance
sector
80+
specialists in
insurance sector

4. How can we help you?
Construction of
Insurance calculators
Modelling of
sales processes
Workflow processes
Bancassurance
and recommendation
Configuration of documents generated
in Oracle BIP
Proagent applications
Underwriting
Construction of direct
applications
Pega BPM Prokomis applications
Construction of sales systems
Prodealer applications

5. Experience in systems for insurance sector
Systems in
Contact Center
System
Direct
Systems
Bancassurance
System
Diler/Agent
FRONT-END
SYSTEMS
DATA-BASE SYSTEMS PRODUCTS SYSTEMS SPECIALISTIC SYSTEMS
Management of products data
Management of clients data
Management of sales network data
General insurance system
Financial insurance system
and insurance warranty
Life insurance system
Health insurance system
System of investment funds
CRM
Debt management system
Reassecuration systems
Product generator
ANALITICS SYSTEMS
AND INFORMATION MANAGMENT
Data wholesale

6. Accomplished projects

7. System optimization for
agents to sale insurance
policies
Problem
The old system to sell policies by agents was slow, unintuitive and expensive to maintain.
SOLUTION
We have conducted an analysis involving agents using the previous system. All major defects and "bottlenecks" and
proposes solutions were
detected.
EFFECT
The main advantage in the sales area is improvement of customer service. With the introduction of new solutions
implemented system was giving agents - innovative at Polish market scale - possibility of combining selected by the
customer, various types of insurance into a dedicated package. In addition, the system has a module that suggests a set of
insurance products based on the most frequently chosen by customers. For the use of portal the design of the property
insurance has been changed. With the introduction of modular products, customers can select appropriate options to
protect themselves. The system automates and accelerates the process of issuing insurance policies. Customers data are
being used by the portal. Thanks to automatic marking and prompting standard options, the system automatically prompts
the suggested sum insured, calculated on the basis of location, building type and scope of protection. Therefore the agent
is able to issue a policy, even several products through several clicks in a few minutes. Innovation on the scale of Polish
insurance market is also a unique functionality, introducing the use of electronic signatures, which gives the possibility of
generating the document also on smartphones and tablets.
Together with the client we have created a new team that created and implemented the system successfully.

8. Automate process of
the sale of insurance services.
Problem
Automate process of
the sale of insurance services.
Solution
The analysis showed that the most preferred channel of
communication between the insurance company and the insurance
institutions will form the portal www. For this purpose has been
created Web application (portal), which serves as a recorder of
applications. Each of the brokers have access to a library dedicated to
their products. Sales are made by filling an application in electronic
form - user (seller) is run by another party registrar, who verifies the
data entered. The result is an application that can be printed, and
ultimately sent to downstream systems insurer in
order to create the policy.
Effect
Shared portal allowed the simplification of procedures related
to the sale of insurance services. The data entered by the
insurance employees are largely verified at the stage of filling
the form and will go to systems insurer immediately, without
having to rewrite their applications from paper.

9. Implementation of new
product system
Problem
The old product system was expensive to maintain and very complicated to use.
SOLUTION
A new product system calculating taxes has been chosen. It was decided that it will also be an application that will
handle the sale by the call center, website and agents.
EFFECT
As a result of the changes was a new look of sales system, which communicate with the new systems. We have
implemented an actual algorithm calculating insurance rates with regard to vested discounts. We have established web
application used by the call center department, whose main purpose is to find and presentation of customer data that is
currently talking with the employee call center. With this application, call center employee has a view not only in the
client's personal data, but also all the products (policies) that the customer purchased. Next to a list of policies there is a
preview of customer’s losses in the context of policies purchased, and for all damages a list of claims. This system also
allows to view the history of customer interactions and to generate reports for clients. That reduced costs associated with
entering and operating policies by centralizing the entire process.
We have also created a web application used to register new applications portal for customers. In addition to registration
of the application to print the simulation and the so-called insurance. product sheets in PDF format. Product card is a
document designed for the client containing all the relevant information about the purchased product such as simulations,
fees, contributions, information about the risks, legal information, description of services, etc.

10. Implementation of a new
insurance product
Problem
The customer wants to implement a
new insurance product. Based on
previous experience, it was found that
there is a high risk of errors reported
by testers UAT, which can result in
reflection of the implementation of the
new product.
Solution
Following a retrospective of the activities of the development team,
we have found two key causes of the existing state:
a) low awareness of end-users about the scope of changes being
implemented,
b) the lack of precision folding requirements versus the expected
changes.
It was decided to include end users to process requirements by
organizing special additional workshop sessions (every 2 - 3 weeks).
The need for improvements in this area has been escalated to the level
of line managers and approved. Users who need acceptance tests were
required to create their own test scripts, they had organized a meeting
with members of the development team to unify understanding of the
requirements and needs.
Effect
The product has been implemented within the full extent and
in full capacity to generate profit. The number of errors
reported by testers UAT about the importance of higher than 2
(in a 5-point scale), delaying implementation was zero. Service
production of the product takes place without incident.

11. A few of our clients

12. for your attentionThank you
vContact: | www.gtFace.com | info@gtFace.com | (+353) 851 261 081