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Electronic signature and digital consent for sales related processes
Kurzbeschreibung
For one of the world's largest insurers, a central IT solution is introduced for German exclusive distribution. It will enable brokers and customers in all product lines to provide electronic signatures in the advisory and application process both online and offline. PTA is supporting throughout the entire life cycle of the project.
Ergänzung
The project includes support for business and requirements analysis, IT coordination, implementation, quality assurance, coordination with the client, rollout planning, as well as support for maintenance, further development, and optimization of the application during operation. In addition, the areas of compliance/resilience and cybersecurity are covered through additional project roles created by the client for this purpose.
Fachbeschreibung
To reduce costs through paperless processes and save time through digital processes in sales, the company is introducing electronic signatures for documents requiring signatures as part of the consultation and application process for its insurance products. These signatures can be applied in all relevant insurance sales consultation scenarios: at the agency, during on-site consultations with customers, in online consultations, and in telephone consultations. Insurance applications are submitted digitally to the policy management system in a format ready for policy issuance and do not require subsequent entry or submission of signed paper documents. In addition, further processes requiring declarations of intent or consent from involved customers are also implemented through this system. Various process options within the application, such as KLICK, ESIGN, and others, allow the case manager to control the method by which the electronic signature is obtained.
IT-Projektdaten
- Branchen Versicherungen
- Fachaufgaben digitalization, electronic signature, insurance, intermediary, underwriting method
- DV-Aufgaben project management
- Systemumgebungen Client/Server, Cloud Computing, Internet/Intranet, standard software: industry systems
- Vorgehensmodell customer standard
- Programmiersprachen Java
- Datenbanken AWS RDS
- Entwicklungs- und Testtool Bruno, GitHub, Postman Rest Client
- Standardsoftware und BI JIRA
- Systemsoftware Confluence, Kubernetes
Projektbeginn17.04.2017
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