Eagle V4 Presentation

July 2015

INTRODUCTION

Eagle application, along with the complementary utilities, web sites and web services, provides all the means for managing and speeding up a wide range of common tasks in most of departments of a Road Assistance Company.

After almost 15 years of development, Eagle fully covers the following departments:

Front Office (Operations

department, Call Center)

Middle Office (Suppliers network, invoices, payments)

Back Office (Accounting department,

Marketing department)

Complementary utilities and web sites

leveraged the functionality of Eagle

Eagle connects•Policy Holders

•Administration

•Suppliers/Network•Accounting

Front Office

• Keeps track of policy holder’s contract information with the following possible ways:– Data stored in the local database (SQL Server)– Data stored in external Microsoft Access databases (MDB files)– Data retrieved online on case opening by using Web Services of Insurance

Companies• Handles a lot of different case types (Vehicle, Health, Travel, Home)• Can handle any case type through its modular design and its

flexible systems that already has

Front Office Features

• The Case screen is a modular system (Case Tab System), that according to a case type, features can be added or removed

• For each case type a number of different Questionnaire forms (Dynamic Forms) can be added to a case. The IT department can easily :– Create and modify a dynamic form– Modify the Layout– Extend the functionality (because they are actually ASP.NET forms)

Middle Office Features 1

• Contracts Module– Premiums

• Handles agreements with the Customers (Insurance Products, Terms, Unit Premium, Intermediaries, Commission rates)

– Addendums:• Handles the invoicing of premiums and tracks their payment status

– Commissions• Calculates commissions for intermediaries, issues invoices and tracks their payment status

– Reserves• Manages the allocation of reserves in time periods (fortnights / months etc)

– Bordereaux• Summarizes production from Brokers, issues invoices and calculates commissions

Middle Office Features 2

• Accounting Module (as far as Middle Office concerns)– Invoicing / Rebilling

• Handles the creation of provider invoices and rebilling to the customers. Invoices can be entered manually or by using a set of tools designed especially for some product groups (e.g. Warranty, Peugeot, A la demand, ICFM)

– Payments / Receipts• Payments and receipts to Providers, Customers, Policy Holders, Brokers (with Cash / Cheque / E-Banking)

– Case Fees• A tool for reviewing and bulk setting up case or service fees

– Reimbursements• Tracks the status of policy holders’ reimbursement requests

– Reconciliations• A tool for clearing advance payments and pro forma provider invoices

Middle Office Features 3

• Accounting Module (as far as Middle Office concerns)– Intra-Company Rebilling

• Internal rebilling to other fronting companies of AXA group

– Credit Control• Displays the outstanding invoices and calculates the ageing based on payment rules, per supplier /

customer

– Chart of Accounts• Handles an internal chart of accounts per fronting company

– Trial Balance• Provides the ability of creating custom trial balances and comparing their results with reports

created by other accounting software (Local Accounting Software / ORACLE GL).

– Account Balance Sheet• Displays the transactions (debits/credits) of an account

What’s new during last years development ?

EAGLE V4 LATEST ACHIEVEMENTS

Automatic missioning (TSS)

• Web site for the towing providers• The provider sees a new case when it is assigned to him by an IPA

user• The provider can:– Assign the case to a track driver– Check the incident’s process (with the use of Mobile Road Assistant

Coordinator)– Modify incident’s status (New / Transferred to Driver / Fulfilled / Cancelled /

Completed)– Fill the services provided (Eagle gets the services automatically)

Mobile Road Assistant Coordinator

• Mobile application that works with Android Smartphone (in Athens they use the Samsung S4 zoom Phone/Camera)

• Collaborates with the TSS• A driver can accept or decline an incident, the TSS is informed• Incident Status (New, Accept, Decline from driver, Decline from

TSS, Arrived to incident, Taking Photos, Start of Towing, End of Towing, Incident Completed)

• On every status change, date and time, latitude and longitude coordinates are kept

Mobile Application bCall

• App can be used by Policy Holder’s to call IPA for a towing• Works for Android & iPhone smartphones• By pressing a button in the App, all the necessary information

are transferred to IPA (car plate, car model, car color, policy holder name, contract number, latitude and longitude of the incident address)

• IPA agents call back to confirm the incident, and open a case in Eagle

Brokers Management System (BMS)

• Web site for brokers to issue contracts• There is also a Web Service that brokers can use to connect their systems• BMS Features:– Different levels of users (IPA / Agencies / Sub-agencies / Brokers)– Different Commissions to each level – Sibling Commissions– Connects with Eagle for Bordereaux– Increased Security on Contract Issuing:

• Can lock a broker in issuing new contracts / renewals / cancelations / change of data• Locking on how many new contracts a broker can issue for a month

EAGLE V4 INTERCONNECTION

How Eagle connects with the world ?

Eagle Mail Robot

• Service Application that runs on a Server PC and watches for a specific email account (e.g. eagle@ipaistanbul.com)

• For every email it receives that has an IPA reference number (for example 52-13-151613-1-52105-6-TR) in its subject:– Finds the appropriate case in Eagle– Creates a new document (Received email) in the document tab of this

specific case– The text of the email and all attachments are saved and can be

viewed

ERC utility

• Utility to send data and photos to Insurance Companies– Command line utility that can be used with the schedule mechanism

of Windows to execute on specific time periods– Can collect data and photos of new cases and send them to specific

email addresses – The data to send can be set very easily by IT department

Cases Web Service

• Web Service that returns information about cases– Can be used by Insurance Companies to retrieve information about

cases opened to Eagle– Can return data and photos to the caller– Simple setup process for the data to return (in JSON format)– Has a login mechanism to ensure the caller gets the data that is valid

for– The caller can request to get only the new cases– The photos can be returned in thumbnail or original size

Accident care / Medical Web Site

• Informs insurance companies with Eagle data live flow– View photos of an accident/ medical incident– View case detail / Dynamic forms information– Providers upload photos of the accident

Supplementary web sites & Solutions

• Warranty web site which supports warranty product – Car extension warranty (Additions to Eagle & Web Site)

• Claim’s management (Additional case tab & Web site)• E-Banking solution• SMS Agent (Automation of SMS messages)

Microsoft technology…

Eagle in numbers

For the last 15 years Eagle is

running in IPA Athens

From 1/1/2007

Eagle is running in

IPA Istanbul

Over 250 users use

Eagle every day

More than 1 million lines of code…

Eagle Version 4.0

(2015)