Development of the Document Management System

Customer

An American company that creates systems for tax authorities and structures. These systems are responsible for providing insurance services to the public and business and are used by insurance companies and agents.

Challenge

The Customer faced with the problem of storing and managing a large number of documents of various types: contracts, lists of permanent and potential clients, client information. The problem is that all these documents must be hand during communication of insurance agents with clients and should always have a presentable appearance.

Solution and Outcome

We developed iOS and Android mobile applications and a custom CRM-system, which allowed insurance agents to work “in the field” and to track all necessary information in real-time. The Customer had many specific requirements:

 

  • the application should automatically load the package of documents currently required for a particular client;
  • the application should automatically receive information about the health of the citizen (i.e., integration with medical databases) when concluding an insurance contract;
  • signature of documents by client’s voice / finger / location;
  • the devices that the agent used to sign the insurance contract should track the current geo-location to determine in which state the contract was signed.

 

Also, a smart organizer, a scheduler and a calendar were implemented that worked as a whole and tracked the whole chain of correspondence, and then notified the insurance agent so that he could react in time to certain events.

Our team worked together with a Сustomer’s representative. We provided daily reports, and the Customer was involved in all stages of the project.

The SENLA team has created a product that has provided invaluable assistance to the company and has become an integral part of its work processes. The software is very convenient, because now the client can carry out all the necessary business processes with a single tablet. That allows you to optimize working time and resources.

Technology Stack

AdobeAir, Angular.js, Java, Objective-C, C, CoreData, PDFMetaData.

Timeframe

12 months.