Having seen our web portal experience, the insurer contacted Influential to design a new insurance workflow solution. As the client was already familiar with SharePoint’s flexibility and security, we opted to develop the new system within SharePoint.
Our goal was to deliver a single-page application that would be suitable for non-technical users. The application would cover task management, data capture, management information, and reporting. Additional features included search functionality and archiving.
Breaking the software down further, it included six workflows to digitise the paper-based processes:
- pre-bind bundle
- post-bind bundle
- issue policy bundle
- pre-renewal bundle
- post renewal bundle
- service bundle
The components within the overall insurance document management system included:
This component used SharePoint tasks and workflow to automate the six insurance bundling processes. We set up custom email notifications to suit the company’s regulatory requirements.
We built new data entry forms to allow staff to record data at various stages of the workflow.
We built a web service to capture events during the workflow timeline. These events were then written to the database for reference.
We configured a database to store the logged events and reference data needed for management information.
We built dashboards to display KPI data related to the workflows, as well as enabling reporting on the data.
Once the build was complete, we then migrated the company’s underwriting data into the new system. We also provided in-depth software design and technical documentation.