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Extension concept for a consulting software for insurance agents

Brief description

The IDD (Insurance Distribution Directive, European Insurance Mediation Directive (Directive 2002/92/EC)) has a considerable influence on the consulting and sales software used by insurance companies in Europe. In this project, as part of the business analysis, the customer's existing application is analyzed for the need for technical changes and corresponding parts are redesigned.

Supplement

Among other things, the IDD imposes information duties on insurance representatives in a consultation. The resulting requirements are worked out in the form of use cases in close coordination with the sales department and implemented in an agile SCRUM team. The business analysts support the product owner in the conception, creation and administration of requirements and user stories, and are responsible for coordination with the software developers in subprojects. User stories in a backlog are managed using Excel and Jira. The stories implemented in several sprints are accepted within the framework of a test management. The determined defects are managed and accompanied until the end of the life cycle.

Subject description

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 developed consulting tool is the starting point of any future consulting. The new design and the improved user experience ensure a modern and modern appearance of the customer.

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Portrait von Dr. Tim Walleyo

Dr. Tim Walleyo

Member of the Management Board

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