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Broker relationship management
Project duration: 8 months
Brief description
A Web application for entering and managing insurance quotations must be implemented. The application will be the first module in an overall system to be created gradually. The system will enable the maintenance and analysis of the customer relationships involved in the sale of insurance.
Supplement
The created overall system will have a modular setup, consisting of modules that can be added/removed later on during deployment. A clear separation should be enforced between the user interface logic and the business logic, so that the business logic can also be used in the form of service calls by other client applications. During the operation of the application, agent master data should be replicated from the host to the application in two-week intervals. This data is delivered in the form of an Excel file. An interface must be implemented for import to the target application. The user interface is implemented with Adobe Flex, while the business logic is implemented with Java. The application server is implemented using Tomcat 7.
Subject description
The first module to be created "Offer management" covers search functions in the agent master record and in the customer master, as well as the entry of offers in different variants with a later search in the existing offer pool.
Overview
- Industries insurance
- Specialist tasks broker, insurance, processing quotations
- DV tasks customised software new development
- System environment Internet/Intranet
- Procedure model iterative procedure
- Development/ test tools Adobe Flash, Eclipse, Subversion,
Project period01.11.2011 - 30.06.2012
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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