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Redesign of an existing CRM application for brokers
Project duration: 7 months
Brief description
With the existing software for creating quotations, brokers do not have information on the insurance policies offered or precise description of products. In addition, a rigid, complex workflow significantly increases the time required for rate assessment.
Supplement
The project is implemented in 3 steps: 1. The application is modernized for an application group. The objective is to improve usability by making the application more intuitive and easier to operate and by including new workflows. A restructuring of the products also helps brokers to find the required insurance quickly. 2. Modernization of other screens in the application, better overview of processes for a customer. Additional information and key words for products also facilitates searches. 3. The application is made available to all user groups. Different groups should be able to see a separate structure for the products and corresponding information.
Subject description
When looking for the correct product, there is no search function and information for the offered products. Accessing a new proposal should now be possible via the customer and also via the product. The user should be able to access new pricing for the customer with a few clicks of the mouse. A quick overview of the existing insurances should be displayed in the customer search. With a view to implementation for all user groups, future functions must be taken into account during design.
Overview
- Industries insurance
- Specialist tasks customer management, Usability
- DV tasks customised software further development
- System environment Client/Server
- Procedure model agile software development
- Databases PostgreSQL, SQLite
- Development/ test tools MS Visual Studio, Subversion,
Project period01.06.2011 - 31.12.2011
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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