Prozone Insurance Collaboration Platform

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Platform Insurance Collaboration

Transcript of Prozone Insurance Collaboration Platform

Platform

Insurance Collaboration

Prozone is a software development company which offers development and implementation of information technologies.

Established in 2002. Offices: Novi Sad, Serbia (headquarter) and Kuwait, Middle East Office. Employee Count: 40

Specializes in: financial industry, eGovernment, Oil&Gas and Utilities software services and solutions.

Certifications: ISO 9001:2008, ISO 27001:2005, ISO 20000-1:2011.

Partners: IBM Advanced Business Partner. EMC Business Partner. Microsoft PartnerCertified technology professionals: IBM Maximo, EMC Documentum, Microsoft SharePoint, eDocumentus.

Completed many high profile projects in Europe and Middle East

Who We Are?

Consultants, systems implementers, developers, integrators & project managers

technology servicesmaintenan

ce

How We Work? Software products & solutions Business Process Management and Workflow

Document Management

Enterprise Asset Management

Team collaboration and social networking

Custom software development Web application development

Mobile application development

Consulting services Enterprise Content Management, Document Management,

Business Process Management, Enterprise Asset Management

Using various software solutions and new technologies Prozone operates in:

Europe (United Kingdom, Netherlands, Greece, Austria, Slovenia, Serbia, Bosnia & Herzegovina, Montenegro).

Middle East (Kuwait, Qatar, United Arab Emirates, Lebanon)

Markets:

References:

Reports & Statistics

of the time on managing e-mails

of time on looking for internal information or finding colleagues who can help with specific tasks

of the time could be saved with efficient information management

28%

20%

35%

How is the average workweek spent?

* According to McKinsey&Co

Why collaboration?

Why collaboration?Typical problems that companies face in their daily work:

Employees are involved in large number of projects, tasks are easily forgotten and overlooked

Status of the tasks and processes is not always known Managers have to “pull” for information Lot of time is spent in search for right information Work efficiency can not be easily measured Agents and business partners are feeling disconnected from

company’s goals and projects Communication is done via email or telephone There is a “line” between the company and its business

partners (customers, suppliers, contractors…) Business partners and customers are involved in company

business processes

Digital Collaboration in

Insurance Agent Portal for Agents/Brokers Collaboration

• integrates customers and partners directly into business processes and value chains through customer-driven support portals and integrated communications streams.

Internal collaboration Internal project, team and internal department collaboration in company Knowledge management

Digital sales channel New communication channel for sales and support between Insurer and

Prospective Customer Connecting with prospects and assisting them through the issuing the

new policy and renewals Claims management selfservice

Claims submission and tracking of the process between Insurer and Existing Customer

Responding to claims, engaging external adjusters, submitting and processing

Collaboration Tools

• Portal• Secure digital

workspace• Document sharing• Calendar• Tasks• Notifications• Activity Streams• Relational data• Business logic

Projects

Claims management Social

Mobile

Sales and customer support

Internet

Insurance Company

Agents/Clients

• Better user experience

• Advanced Search• Analitycs• Integrations

Digital

Collaboration

Collaboration Tools

Single easy-to-use and consistent interface to insurance company across all lines and for all their needs providing web based access for Business Partners/Agents/Brokers secured and round-the-clock 24*7*365

Agents able to obtain instant quotes, bind & print policies, process endorsements & renewals and review invoices with supports for automatized premium and provision calculations, validation & confirmation of coverage and premiums

Online client collaboration for any communication and clarifications requested by Business Partners providing Safe and Secure access to the insurance data related to the agent and their customers

Agent PortalCollaboration

Tools

Agent PortalCollaboration

Social network

Insurance broker solution

Document management

Policy management

Claims management

CRM

ERP

Quotes &

CalculationsContract and commission management enabled per insurance tariff and company

Excel based online premium calculations per insurance product/company separately manageable per and by insurance company respecting shared responsibility

Features

Policy ManagementRequest for Quotes & Proposal management per insurance product/company with automatized commission calculation, clients, insured objects and endorsements.

Renewals process with notifications & alerts.

Features

Finance ManagementPayment management with per policy (client, insurance product and company level) payment tracking and integrated commission calculation/validation support

Invoice management with optional financial software integration

Features

Features

Reporting & TemplatesExtendible and customizable reporting solution that comes with predefined KPI and regulatory reporting in various output formats (excel, word, pdf …)

Ad new and/or change existing reports according to your needs

Template based document generation for authorization, proposal and policy requests.

Internal

collaborationDigital workspaces Collaboration workspaces for

teams or projects where users can share documents, tasks, events, data and more

Tasks let users create to-do’s for themselves or coworkers. Users can track other people’s tasks

progress via activity streams.

Calendars prevent you from missing important events using notifications.

Activity streams let users follow what their connections are sharing, such as events, tasks,

changes to documents, new posts, etc...

Tasks are presented in calendar, list or GANTT chart view.

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es

Document sharingDocuments can be personal or belong to project’s workspace.

Supported actions are: uploaded, previewed, shared, modified, downloaded

Platform supports search of any content using a single interface, including documents, events, tasks and posts.

Integration with external document publishing solutions (e.g. Google Drive) and internal DMS system

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AnalyticsEach user has their own customizable dashboard with main performance indicators.

Tailored KPIs for specific platform implementation.

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IntegrationsThird-party Integration: Platform can be connected to a variety of systems augmenting its capabilities (CRM, DMS, core system, ERP..)

Portlets: Platform comes with a set of portlets to build rich applications quickly.

Business Process: approval processes and workflow processes based on specific process definitions

Email integration: send emails to digital workspace, archive …

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Building deeper business relationships with their partners, clients, suppliers and consumers Opportunities to improve speed to market with new products and services

Improving customer service by reviewing claims and supporting documentationProductivity gains and time savings in decision making with faster reviews and sign-offs

Increased employee satisfaction by facilitating feedback for better staff engagement

Using collaboration

platform

Benefit

s

Prozone IT SolutionNovi Sad 21000 Serbia

Puskinova 26

Ph: +381 21 47 20 200Fax: +381 21 45 12 16

[email protected]