A customer management system for a
specialist insurance agent
The client for this system markets a specialised
The company required a system that would allow them to
capture data on customers and their businesses, calculate insurance premiums
and generate necessary data to be sent to the underwriting insurance company.
If the customerís data indicates a non-standard risk the system requires the
proposal to be approved by a manager before the policy can be issued.
An important part of the insurance product is the
requirement to track customersí reports of certain business events that might
result in claims.
To meet the requirements of the FSA, the system records
information in a manner which prevents any subsequent change without the
maintenance of an audit trail.
The system is set up to allow tasks to be divided between
different employees with some roles having limited access to the system.
Although the company is currently small this will allow the use of call
handlers with limited access as the company grows.
26-28 High Street, Graveley, Hitchin, Herts SG4
Phone 01438 361547
Fax 01438 894607 Email
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