Navigator Figaro 2008 Final

8/14/2019 Navigator Figaro 2008 Final

1/15

NavigatorHow the dreamcame true

AdamAdamczyk

CEO & coowner

October 2008


2/15

Presented by Adam Adamczyk/Figaro Software 2

Agenda

Welcome / introduction

Purpose

Basic facts about Navigator

Demo, typical agent scenarios Lessons learned

Final Thoughts and Vision

Questions and Answers


3/15


Purpose

Our motivation is to create flexible and userfriendly sales force system

To provide you set of templates how supportbetter your customers

How we can help you maximize the efficiency ofyour business

To help you move forward from traditionalorganization to SOA organization

To give you tips how to prepare for changes basedon our experience

To provide you with the best practices and provensolution to improve quality of service


4/15


Overall Company Benefits

Reduce and/or eliminate policy lapses (Fast andreliable information about potential policy lapses)

Improves sales opportunity (agents know moreabout their customers)

Reduce risk for insurance policy calculationdiscrepancy (AWP) automates policy sales anddata entry, reduces manual intervention

Foster common client driven methodology andbest practices

Time savings (ultimate fast client offer creationcapabilities)

Better agent ability to respond to client needs andconcerns


5/15


Basic facts about Navigator

Fully functional, mature windows desktop systemfor professional insurance agents

Sophisticated Sales Force & CRM set of toolstailored for CUP

Cost Effective solutionLower

administrative

costs

Standardized data exchangeformats (XML)Electronic transactions are cost effective, and reduceopportunity for errorReturn On Investment The holy grailfor CFOs

does NOT require any other 3rd party software or license for agent


6/15


Navigator set of integrated tools

ASSISTANTCRM

CALENDAR

FOLDER OF

REQ.BASS

PRESENATION

S

CALULATIONS


7/15Presented by Adam Adamczyk/Figaro Software 7

How Navigator is designed ?

"Assistant" as central CRM class application

Data importer loads compressed & encryptedagent information

Other applications integrated with common DB

Plug-ins and add-ons Presentations andcompanydocuments aredistributed

seamlessly

Libraries forcorporate backendsystems (web-

service clients)



Navigator integration with HQ (to agentscenario)

HQ systems

1. HQsystems

export agentprovisiondata.

data warehouse

2. DW prepares(compress and

encrypt) agentdata load.

Data isgenerated on

regular cycles oron demand via

an SMS agent

mail server

3. Mail serverdelivers agents

data.

agent

4. Agent importsencrypted and

compresseddata.

Agents haveunique personalkey required to

decrypt the data.



Navigator integration with HQ (fromagent scenario)

HQ systems

3. HQsystemsfinally

receives datafrom agents

ESB Bus

2. ESB Busexposes web-services andreceives datafrom agents

agent

1. Agentsends datavia securedweb-service



Lessons learned

Agile methodologies can be used even in largecorporations

Need business owner involvement

Representatives from each major affectedbusiness unit are welcomed

Set priorities for further development

Provide internal support during for internalcorporate users

Communicate (and train) where you are goingforward

Every new solution WILL have detractors andcritics Be prepared and ready



Seven Suggestions for Implementation

1. The end goal is to increase customer satisfy2. Sales force tool is only one facet of a

comprehensive sales program

3. Changes in systems is never ending story. You

must be prepare for continues IT systemsimprovement and modifications

4. Assume that portable computers will belost/stolen so encrypt all sensitive information

5. Make sure that you are not violating laws orrequired standards

6. Testing in a real-time realistic scenarioenvironment

You must have copy of your productionsbackend s stems for real testin ur oses



Navigator success merits results

98,3%

overall system

usage

80%

Source: CU internal survey,June 2006

agree systemhas strongly

impacted theirwork style

92%84%

agree systemallows to limit

their contactwith HQ

everydaysystem usage



Why our agents are happy?

What you have done is the greatest thing since sliced bread .Now, I have an excellent tool to work with Clients. Other agentsfrom competitive companies are jealous. Thanks to Navigator Iam doing well on the market. Conversation with Customersbecame simpler and easier.

A. Wodarczyk

Everything looks fine and is workingproperly.

J. Lotrz

Morec

ustomers



Final Thoughts and Vision for thefuture

Web based versus loosely coupled clientapplications well known fact, web based applications are

general easier for maintain

Loose coupling concept allows use application truly24/7/365 anywhere

Loosely coupled systems are considered usefulwhen either the source or the destination computersystems are subject to frequent changes

Some agents are not connected to internet everyday but they want to sell everyday

local law may not allow processing potentialcustomer personal information, agents did notwant to share their contact information

Current software trend is Rich Internet


15/15


Questions and Answers

If you dont ask the right

questions,you dont get the right

answers.

Navigator Figaro 2008 Final

Documents

Transcript of Navigator Figaro 2008 Final