Logotipo de Infoseg - 1 Example - Information Maps


IM-BROKER - DISTRIBUTION OF INFORMATION FROM INSURANCE BROKERS TO CUSTOMERS



Overview of Information from Insurance Broker to Customer - Information Maps
Information sent from Insurance Broker to Customer. Overview.


DESCRIPTION OF THE SOFTWARE
IM-Broker is an application that allows Insurance Brokers to distribute information to their customers
in a unified way.


A single file contains all information and activities of a customer during the past month.

This single file can be used for
  • Reporting
  • Analysis
  • Archival
  • Online collaboration
  • Information updating
  • Informing about new products and services
  • Unifying communication between Insurance Broker and Customer
It is an application developed using C#.NET WinForms for LAN, PC, and ultrabook

There is also a ASP.NET version created to be used directly on the Internet.

Information Maps created by IM-Broker can be visualized using the free viewers Mind Manager (Desktop) or Connect (Internet)

Information Maps are created from xml files containing information extracted from the Data Bases of
the Insurance Broker.

xml files can be created directly by the Insurance Broker or using programs developed by Infoseg.

The Information Map file can include any number of attachments (PDFs of Policies, Receipts, Claims, etc.)


HOW DOES IT WORK
  • Infoseg provides to the Insurance Broker a model xml file

  • The Insurance Broker creates a program to extract information from its databases in the xml format

  • The program can be created by the Insurance Broker or by Infoseg

  • Periodically the Insurance Broker extracts information and creates a xml file containing the information of
    some selected Customers or all

  • The xml file is processed by IM-Broker

  • An Information Map is created for each Customer. Each Information Map is a single small file with extension .mmap

  • The Information Map file is sent to the Customer by email or uploaded to a Web site

  • The Customer receives the Information Map by email or downloads it from the Web site

  • The Customer downloads the free Mind Manager viewer from http://www.mindjet.com/

  • The Customer can examine the Information Map, print it or modify it (in case of having the full version of Mind Manager)

  • Optionally, the Customer can send the file to his Connect account on the Internet and share it with other people

  • The Information Map can be stored on disk for archival purposes

  • The system allows more advanced uses of the Information Map


ADVANTAGES FOR INSURANCE BROKERS
  • Solve the problems of their Customers to manage their insurance policies

  • Facilitate the management of the information of their Customers

  • Foster Customer loyalty

  • Stand out from their competitors

  • No need to modify their IT resources

  • Reduce their workload

  • Improve their Sales Teams' performance and control

  • Improve their image with Customers and Competitors

  • Very fast implementation

  • Easy creation of a powerful collaboration system on the Internet to work with Customers, Insurance Companies and Claims Adjusters

  • Includes an information system for new products and services of the Insurance Company





Policies Summary - Information Map
Policies - Grouping of information





Policies Transactions - Information Map
Policies Transactions





Detail of Issued Policies - Information Map
Detail of Issued Policies





Receipts Detail - Information Map
Receipts Transactions





Receipts Detail - Information Map
Detail of issued Receipts





Current status - Detail of outstanding claims - Information Map
Current status - Detail of outstanding claims



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