Insurance Agent Life-Cycle Automation - Incentives Compensation ...

Insurance Agent Life-CycleAutomation - IncentivesCompensation ManagementBucharest, 31.10.2012

Solutions from Asseco Poland - agenda• First part: Introduction to new product Ins.CS –Insurance Commission Settlements• specialized for insurers commission calculation’s process• flexible for other financial products• adapted for mass processing• Second part: Insurance Agent Life-Cycle Automation• agent’s notification process on different support level• automation for agent’s applications for cooperation1

First part: Introduction to new productIns.CS – Insurance CommissionSettlements2

Common issues for sales networksCommissionsSettlementsFlexible ways settlingwith agents andinstitution– any periodnecessary, advance andinvoices, remunerationpaymentsModern mechanisms fordefinitions andcalculations dependes onagent’s efficiency, up-frontcommissions, overrides,user-defined methods ofcalculations,3

Ins.CS system – functional modules4

Savvy Web Site Sleuths 6literacy. The next point states that research is needed to become aware of “…howinformation can be effectively managed to meet educational and societal objectives orto explore how information management skills impact on overall school and academicperformance” (ALA, 1989, p. 5). The American Library Association further commentsthat State Departments of Education should be in charge of producing lifelongindependent and self-directed learners (ALA, 1989, p. 5). To accomplish this, teachertraining should include a component that addresses teaching with more problem-based,cooperative activities. This approach teaches students how to access different kinds ofinformation to solve problems. This preparation would include part of the training donewith media specialists. The fourth recommendation is to develop a literate citizenry byusing resource based learning instead of textbook learning. The fifth point to considerwas changing the expectations for teacher training so that teachers are taught how toteach literacy in the new world. Finally, the sixth point was about how literacy concernswill fit into the themes of the White House conference: “The White House conferencethemes of literacy, productivity, and democracy will provide a unique opportunity tofoster public awareness of the importance of information literacy” (ALA, 1989, p. 6). In1989, these recommendations were seen as opportunities to develop informationliteracy.In 1998, the American Association of School Librarians and the Association forEducational Communications and Technologies (1998) developed standards andindicators for what they believed were necessary for information literate students. Thesenine standards range from knowing that information is valuable, to how to produceimportant and meaningful information for others. They start with the simple and move to

Different products - various way forcommission calculation6

Different data sources – various possibilities for dataintegrationsDatabasesFlatfileWebServices7

On-time processingFullyautomationOn-timeprocessingGooddefinition8

Independent access – no client installationWeb 2.0On-lineaccessNo clientinstallations9

Additional extensionsRulesEnginesM@ilserverBPM’ssolutions10

Second step: Insurance Agent Life-CycleAutomation11

Agent service automation12

Notification process on different supportlevel13

Agency agreement automationAgency agreement automationIns.CSStart of partnership – concludingagreementUpdate agency data – modificationof agreementTermination of agreement14

Certain benefits from modern solutions123Efficient agents recruitment processIncrease salesmen qualificationsCommissions costs optimisation15

Certain benefits from modern solutions456Shorter period closure - automationHigh quality of settlements dataGood knowledge and data security

Thank YouMałgorzata Świadekmobile +48503180250malgorzata.swiadek@asseco.plwww.asseco.com