SlideShare a Scribd company logo
CONFIDENTIAL DATA | not for
circulation
TATA AIG
Single Purpose Application – Travel IPDS Integration
CONFIDENTIAL DATA | not for
circulation
2
Single Purpose Application (SPA)
• SPA is a Omnichannel Architecture based platform
• Single System for Login via all stakeholders
• Agents
• Customers
• Internal Stakeholders
• Operations
• Central Operations
• Branch Operations
• Underwriters
• Customer Service
• Designed for passing endorsement transactions for Travel
• Nil Endorsements
• Non Nil Endorsements
• Based on endorsement nature, SPA assists the user for journey completion
• Stakeholders login from different applications (IPDS, PACE etc) via SSO approach in SPA
SPA
Producer
Customer
OPS
Underwriter
Customer
Service
CONFIDENTIAL DATA | not for
circulation
3
Unique Features and Benefits
Generic Workflow / Similar User
Journey for all TATA AIG Products.
This will leverage better user
understanding, high throughput
Faster TAT for change management
cycle
All changes factored in SPA will hold
true for all logins stakeholders
Customized dashboards
Empowering user to
• Check completed request details
• Check status of pending request
• Perform / Resume action on
existing request
User Journey - Seamless Workflow
and Convenience
Basis set of rules defined in IPDS, SPA
guides the user through its entire
journey by interacting with
peripherals
Stakeholders login via peripheral
systems to single platform SPA
Below actions can be performed:
• Raising request
• Workflow Completion of any STP
request
• Referral / Approval / Rejection
Document Upload / View
Enables scrutiny by relevant authority
in SPA. Post analysis, closure
workflow is triggered as per user
action. Eliminates offline tracking of
these documents
CONFIDENTIAL DATA | not for
circulation
4
Unique Features and Benefits
No Manual tracking of requests
Single System to check all
endorsement requests and their
Status for each login
Enabling workflow management of
each request
Post Policy Inception Endorsement
Management by Agents made simple
and system Driven.
Audit Trail Maintenance
All requests by user and journey of
internal referrals b/w underwriters
and operations effectively managed
Instant pdf Download
User has flexibility to download
endorsement pdf on-the-fly for each
request and even send email to
customer directly via SPA
Auto Identification of
Endorsement as per user
Journey
User does not have to select the
endorsement type. System driven
logics to demystify user journey
logics as per IPDS interaction
Communication Management
Keeping the user informed of the
action at every touch point using
SMS/eMail communications
CONFIDENTIAL DATA | not for
circulation
5
Feedback
System performance is smooth with
no lags
I can pass multiple endorsements in
a single workflow. Saves my time
Facility of passing post inception
endorsements is of good use
My requests can be tracked via this platform.
It might help me in not following up with RM’s
for further action
It is good I do not have to store and
maintain a set of documents offline
CONFIDENTIAL DATA | not for
circulation
TATA AIG
Thank
You

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The Digital Insurer Award - Tata AIG (SPA)

  • 1. CONFIDENTIAL DATA | not for circulation TATA AIG Single Purpose Application – Travel IPDS Integration
  • 2. CONFIDENTIAL DATA | not for circulation 2 Single Purpose Application (SPA) • SPA is a Omnichannel Architecture based platform • Single System for Login via all stakeholders • Agents • Customers • Internal Stakeholders • Operations • Central Operations • Branch Operations • Underwriters • Customer Service • Designed for passing endorsement transactions for Travel • Nil Endorsements • Non Nil Endorsements • Based on endorsement nature, SPA assists the user for journey completion • Stakeholders login from different applications (IPDS, PACE etc) via SSO approach in SPA SPA Producer Customer OPS Underwriter Customer Service
  • 3. CONFIDENTIAL DATA | not for circulation 3 Unique Features and Benefits Generic Workflow / Similar User Journey for all TATA AIG Products. This will leverage better user understanding, high throughput Faster TAT for change management cycle All changes factored in SPA will hold true for all logins stakeholders Customized dashboards Empowering user to • Check completed request details • Check status of pending request • Perform / Resume action on existing request User Journey - Seamless Workflow and Convenience Basis set of rules defined in IPDS, SPA guides the user through its entire journey by interacting with peripherals Stakeholders login via peripheral systems to single platform SPA Below actions can be performed: • Raising request • Workflow Completion of any STP request • Referral / Approval / Rejection Document Upload / View Enables scrutiny by relevant authority in SPA. Post analysis, closure workflow is triggered as per user action. Eliminates offline tracking of these documents
  • 4. CONFIDENTIAL DATA | not for circulation 4 Unique Features and Benefits No Manual tracking of requests Single System to check all endorsement requests and their Status for each login Enabling workflow management of each request Post Policy Inception Endorsement Management by Agents made simple and system Driven. Audit Trail Maintenance All requests by user and journey of internal referrals b/w underwriters and operations effectively managed Instant pdf Download User has flexibility to download endorsement pdf on-the-fly for each request and even send email to customer directly via SPA Auto Identification of Endorsement as per user Journey User does not have to select the endorsement type. System driven logics to demystify user journey logics as per IPDS interaction Communication Management Keeping the user informed of the action at every touch point using SMS/eMail communications
  • 5. CONFIDENTIAL DATA | not for circulation 5 Feedback System performance is smooth with no lags I can pass multiple endorsements in a single workflow. Saves my time Facility of passing post inception endorsements is of good use My requests can be tracked via this platform. It might help me in not following up with RM’s for further action It is good I do not have to store and maintain a set of documents offline
  • 6. CONFIDENTIAL DATA | not for circulation TATA AIG Thank You