This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
This is one of 4813 IT projects that we have successfully completed with our customers.How can we support you?
Electronic signature and digital consent for sales related processes
Brief description
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.
Supplement
The project includes support in business and requirements analysis, IT coordination, implementation of quality assurance, coordination with the client, rollout planning, as well as subsequent maintenance and further development and optimization of the application in operation.
Subject description
In order to achieve cost savings in exclusive sales through paperless processes and time savings through digital processes, the electronic signature for documents to be signed is introduced as part of the consulting and application process for the company's insurance products. These can be provided in all relevant consulting situations in insurance sales: in the agency, on-site customer consulting, online consulting and telephone consulting. The insurance applications can thus be submitted digitally to the policy system in a policyable form and do not require the subsequent capture/reporting of signed paper documents.
IT project data
- Industries insurance
- Specialist tasks digitalization, electronic signature, insurance, intermediary, underwriting method
- DP tasks project management
- System environments Client/Server, Cloud Computing, Internet/Intranet, standard software: industry systems
- Procedure model customer standard
- Programming languages Java
- Databases AWS RDS
- System software Kubernetes
Project start17.04.2017
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