IM-BROKER - DISTRIBUTION OF INFORMATION FROM INSURANCE BROKERS TO CUSTOMERS
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
It is an application developed using C#.NET WinForms for LAN, PC, and ultrabook
- Online collaboration
- Information updating
- Informing about new products and services
- Unifying communication between Insurance Broker and Customer
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
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
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 - Grouping of information
Detail of Issued Policies
Detail of issued Receipts
Current status - Detail of outstanding claims
Request for more information
|© Copyright 2003-2012 Infoseg, S.A.