Document Management System
We developed a custom CRM system and mobile applications for iOS and Android platforms. The system allows insurance agents to work “in the field” and to track all necessary information in real-time. Our product became an integral part of the Customer’s work processes which allows optimization of working time and resources.
The Client had the need to optimize and automate the processes of storing and managing a large number of documents.
The Client is an insurance Software-as-a-Service (SaaS) company. Today, its solutions incorporate the assets of more than 500 insurance carriers to optimize the workflows of 300,000+ producers nationwide, with the monthly submission of over 50,000 agent contracts.
The main problem was that all these large volumes of data and documents of various types (contracts, lists of regular and potential clients, client information) must be safely stored, easily found, and handed during communication of insurance agents with clients.
We developed a custom CRM system and mobile applications for iOS and Android platforms. The system allows insurance agents to work “in the field” and to track all necessary information in real-time. The Client had many specific requirements:
The application automatically loads the package of documents currently required for a particular client
The application automatically receives information about the health of the citizen (i.e., integration with medical databases) when concluding an insurance contract
The devices that the agent uses to sign the insurance contract track the current geo-location to determine in which state the contract was signed
Possibility to add the signature to documents by client’s voice / finger / location
Also, a smart organizer, a scheduler, and a calendar were implemented into the system. They work as a whole and track the whole chain of correspondence and then notify the insurance agent so that he or she could react in time to certain events.
SENLA created a product that provided invaluable assistance to the company and became an integral part of its work processes.
The software is very convenient because now employees of the Client can carry out all the necessary business processes using a single tablet. This allowed them to optimize working time and resources.
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