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Extension and modernization of consulting software for insurance agents
Brief description
Extension of an existing consulting and sales tool with regard to the requirements of the IDD (Insurance Distribution Directive, European Insurance Mediation Directive (Directive 2002/92/EC)). New development of central components with a JavaScript Framework and parallel development of an online version for part-time representatives that is independent of the CRM system. PTA has taken over a large part of the software development within the scope of this project.
Supplement
The workflow of the application can be personalized in many places, for example by adding additional content or external content (eKomi) at the user's request. For the implementation of the design specifications, as well as for the improvement of the performance of the application, a strategic change of the framework from Cappuccino to the Angular 2+ Framework is carried out in parts. In the course of the technology change, a reduced version of the application is being developed, which can be run online in the background without the support of a CRM system. Comfortable input masks are designed and developed for the necessary data input in order to make the work of part-time representatives as easy as possible.
Subject description
Among other things, the IDD defines information duties for insurance representatives in consultation meetings. Against this background, numerous adjustments are being made to the consulting and sales tool. For example, a business card configurator can be used to digitally display the business card in IDD-compliant, prominent form for all representative types of the client's organization. The consulting documentation generated by the tool, which represents a summary of the conversation content and the representative data, is completely revised for legal and natural persons. Updating the consulting software with regard to IDD is a prerequisite for the customer to be able to expand his position as market leader in accordance with European law. In this context, the consulting tool is the starting point for any future consultation. The new design and the improved user experience ensure a modern and modern appearance of the customer.
Overview
- Industries insurance
- Specialist tasks broker, consulting, insurance, sales, Usability
- DV tasks customised software new development
- System environment Internet/Intranet, standard software: CRM systems
- Procedure model agile software development
- Development/ test tools Jenkins
- Standard software JIRA
Project start01.01.2017
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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