Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.
Insurance Policies –
The client needed an online tool that would help them track the progress of issuing insurance policies and things related to it like Labs, Paramed, and Medical records. Even schedule phone interviews and meetings so that they can offer a perfect policy suited to you in a quick and hassle.
They asked us to build something that their advisors, staff, and management can use to schedule their tests, get related documents, create tasks, and assign it to related teams. There are automated tasks as well as emails so we can minimize human intervention and make policy issuing faster.
There are Advisors who will work on a commission basis. We have to add the commission splits on the policy amount and take into consideration if there are multiple policies for a user.
Currently, they were facing mismanagement issues as there are multiple teams involved and many concurrent processes.
We needed a system that will solve all the above issues and work coherently.
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