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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

Project period01.06.2011 - 31.12.2011

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Portrait von Dr. Tim Walleyo

Dr. Tim Walleyo

Member of the Management Board

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