This is one of 2582 IT projects that we have successfully completed with our customers.

How can we support you?

Weißes Quadrat mit umrandeten Seiten rechts oben

Redesign of an existing CRM application for brokers

Project duration: 7 months

Brief description

With the existing software for creating quotations, brokers do not have information on the insurance policies offered or precise description of products. In addition, a rigid, complex workflow significantly increases the time required for rate assessment.

Supplement

The project is implemented in 3 steps: 1. The application is modernized for an application group. The objective is to improve usability by making the application more intuitive and easier to operate and by including new workflows. A restructuring of the products also helps brokers to find the required insurance quickly. 2. Modernization of other screens in the application, better overview of processes for a customer. Additional information and key words for products also facilitates searches. 3. The application is made available to all user groups. Different groups should be able to see a separate structure for the products and corresponding information.

Subject description

When looking for the correct product, there is no search function and information for the offered products. Accessing a new proposal should now be possible via the customer and also via the product. The user should be able to access new pricing for the customer with a few clicks of the mouse. A quick overview of the existing insurances should be displayed in the customer search. With a view to implementation for all user groups, future functions must be taken into account during design.

Overview

Project period01.06.2011 - 31.12.2011

Have we sparked your interest?

Joachim Schütter, ein Mann in einem Anzug

Joachim Schütter

Key Account Manager

Jetzt Kontakt aufnehmen

Zum Umgang mit den hier erhobenen Daten informieren wir in unserer Datenschutzerklärung.

Contact now

We provide information on the handling of the data collected here in our privacy policy.

Download file

We provide information on the handling of the data collected here in our privacy policy.