Organize operational information and insurance application process functionality into a personalized, portal-enabled workplace. Provide your agents with an integrated view of business applications and other collaborative applications to enhance the employee's working environment and customer-facing processes. IBM can help your company establish a near seamless integration of best-fit applications, enabled through a service-oriented architecture, allowing message and process flow through your enterprise service bus.
The following series of videos provides a demonstration of the electronic working environment of an insurance agent in a property and casualty insurance company. It also shows how the agent leverages their work environment to issue a new car insurance policy.
This sample process can be broken down into the following components.
- Video steps 1-6 detail efficiencies for agent work behind the scenes, inside the company.
- Video steps 7-10 demonstrate improvements in agent interaction with customers and external contacts to generate a new P&C insurance quote.
Select a video¹ to learn how the process functions.
Step 1 - The value of the portal approach
Step 2 - 'My home' view
Step 3 - 'My life' view
Step 4 - 'My company' view
Step 5 - 'My work' view - Part 1
Step 6 - 'My work' view - Part 2
Step 7 - Adding an automobile to an existing policy using the 'My work' portal
Step 8 - Determining what's already covered for the customer
Step 9 - Filling forms ACORDingly
Step 10 - Completing the process and presenting quote
¹ To provide a high-quality video experience, these videos require a high-speed connection to the Internet and Adobe® Flash® player
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