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 4822 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 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.
Subject description
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 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
- Development and test tool Bruno, GitHub, Postman Rest Client
- Standard software and BI JIRA
- System software Confluence, Kubernetes
Project start17.04.2017
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