Ingosstrakh Life

Implementation of the Agent Portal for Ingosstrakh Life

Since 2022, Ingosstrakh Life has begun implementing the sales process for new insurance contracts and the management of existing contracts using the Agent Personal Account. Prior to the project, there were issues with the lack of a unified data space, duplication of systems and information, storage of outdated data, and the absence of effective mechanisms for notifications, communications, and document signing.

Task

To create a unified solution for managing the sales process and supporting insurance contracts that will:

  • Simplify agent interaction with the company, improving efficiency and transparency.
  • Increase agent awareness of their performance and key metrics.
  • Enhance agent motivation to achieve better results.

Solution

1

Development of a statistics service

A service has been developed to provide up-to-date data on agents' sales results. Data visualization is implemented in the form of clear graphs, allowing for detailed information down to the level of each specific contract, contribution, and commission reward..
2

Development of a document management service

A service has been implemented for managing document flow processes, including the ability to review, approve, and sign documents. This service ensures integration with the digital signature system (UKEP, PEP, and NEP).
3

Development of an organizational structure service

A service has been created for managing the company's organizational structure. It allows for tracking the structure and relationships between various roles and departments, as well as managing user access rights.
4

Transition of services from Windows to Linux

The transition from the Windows platform to Linux has been carried out for all core services. This has improved the scalability, performance, and security of the system.
5

Development of a Universal Qualified Electronic Signature service

A service for supporting the Universal Qualified Electronic Signature (UKEP) is in development, which will provide an additional level of security and convenience in the document signing process.
6

Development of a KPI and motivation service

A service for monitoring key performance indicators (KPI) and managing agent motivation is in development, which will automate the processes of evaluation and rewards.
7

Integration and testing

Integration of new services with the company's existing systems has been conducted through a data transmission bus, ensuring seamless interaction between various system components. Comprehensive testing of the new services has been carried out, including functional, integration, and stress tests to ensure system reliability and performance.
8

Deployment and support

The platform has been deployed on a cloud infrastructure to ensure high availability and scalability. Monitoring and logging systems have been configured for continuous oversight of the system's status and rapid response to potential failures.

Result

The implementation of the Agent Personal Account has significantly improved the management of insurance processes at Ingosstrakh Life. Agents now have access to up-to-date sales data in a user-friendly format, can receive timely notifications about important events, and can easily coordinate and sign documents. This has enhanced agents’ awareness of their performance and metrics, contributing to improved motivation and efficiency in their work. As a result, the company was able to optimize processes, reduce data duplication, and enhance interaction between agents and the company’s internal systems.

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