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Simplification of broker software

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.

Project duration: 2 years, 2 months

Brief description

Redesign of existing broker software for creating quotations. The software is to be made more efficient and easier by means of simpler screens and a new workflow for the application. Additionally, the software is to be implemented so that it can run without installation from a USB stick.

Supplement

For the software to run without installation, the existing COM components, which form the database interface, among other functions, are converted to the "Isolated Applications and Side-by-side-Assemblies" operating system mechanism. This means that all the information located in the registry for a COM InprocServer is now stored in the manifest files. In addition to this, C# dialogs are adjusted and recreated. Furthermore, a new component is developed in managed C++ for importing and exporting data to and from a database.

Subject description

In order to arrive at a result quicker when creating quotations, the broker software is fundamentally redesigned. The main focus here is on simple and fast calculation. This starts with the installation, which requires the greatest amount of support. The software is made available to the brokers on a USB stick. The broker software can be used as soon as the USB stick is connected to a PC. The software can also be copied and ported easily. The quotation preparation process is also optimized to speed up the calculation. Instead of having to enter the customer data first, the broker can receive a result with just a few insurance-specific pieces of data. No other data is required until later on in the quotation preparation process.

IT project data

Project period01.08.2009 - 30.09.2011

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Björn Huppertz

Head of Financial Services

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