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Standardization of registration to digital services

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: 8 months

Brief description

For a large German insurance company, the registration of end customers to various digital services for the insurance agent is to be standardized and simplified.

Supplement

A central interface will be created to enable a standalone software with a local database to log on to various services. This also includes the collection and transmission of the necessary communication data such as mobile phone number and e-mail address. For this purpose, the REST service of the central identity management is called.

Subject description

In the past, there were different ways for the representative to register the end customer for different digital services. These included, for example, logging on to an online portal to view contracts and process personal data, receiving information via SMS or e-mail on the processing status of transactions, communicating via e-mail instead of letters, and granting advertising permission. This project changes this so that the registrations requested by the insurance customer are only initiated in one step by the insurance agent and the further process steps are carried out by the customer. This makes the process clearer and faster. As long as the process has not been completed, there is a status display for the representative.

IT project data

Project period01.11.2019 - 30.06.2020

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Head of Financial Services

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