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LISA: Web provides customers and agents of an insurance company with a convenient and prompt access to the desired information about insurance policies and enables the spectrum of services offered by the insurance company to be broadened. The major advantages of the system include:-
- For the customers of the insurance company: The ability to track information about their insurance policies;
- For the agents: Access to policies serviced both personally and by their subordinates with the opportunity to analyze information received; and
- A complex display of information about insurance policies implemented in LISA: Web enables information services to the customers to be improved significantly.
Key Capabilities of the Solution:-
- Looking through a detailed information about insurance contracts;
- Printing the complete package of documents when an insurance event occurs using actual templates of an insurance company;
- The existence of an automatic notice mailing and the capability to control it;
- Producing consolidated data about payment volumes under policies serviced both the agent and his/her subordinated agents, as well as а graphical display of payment volumes, current and overdue payments;
- Looking through a payment plan and a history of payments under insurance policies;
- The existence of an insurance calculator making it possible to calculate insurance premiums under the existing insurance programs;
- Forming user groups by the administrator and setting the rights for each of them;
- Logging all the operations performed with giving you ability to look through logs.
Customers
Insurance company's customers, using this system, may promptly and conveniently:-
- Track information about their insurance policies;
- Look through a payment plan and a history of payments under insurance policies;
- Receive reminders of imminent/overdue payments;
- Assess the attractiveness of some or other insurance programs with respect to a number of parameters;
- Exchange messages with insurance company's employees;
- Print the document forms which should be submitted to an insurance company upon occurrence of an insured event (accident); and
- Update their personal contact information.
Agents
Insurance company's agents, using this system, may promptly and conveniently:-
- Track information about all the insurance policies serviced both personally and their subordinated agents;
- Produce a number of reports (payment sampling, analytics, birthdays, payments, all the policies for a period) by personal and structural policy with giving you the ability to export to Excel, as well as to sort and filter;
- Look through reminders of imminent/overdue payments;
- Set the date and intervals of notices to agents' e-mail addresses (of imminent payments, overdue payments, congratulations on the occasion of birthday);
- Look through a time schedule of new payment volumes and data about lost repeated payments;
- Look through a dynamic structure of subordinated agents and insurance policies serviced thereby; and
- Transmit files to the insurance company.
Integration with LISA
Both customers and agents may obtain an instant access to the data of Life Insurance System Automated (LISA) through the Internet. Both nature and volume of information received by a user (customer or agent) are governed by the rights of the groups in which the user is included.
User Group and Right Tuning
Implemented in LISA: Web is the mechanism of rights which enables the system administrator to form user groups, to move users from one group to another as well as to tune the rights for each separate group of users.
Data Architecture and Protection
LISA: Web architecture provides:-
- Scalability;
- Tuning flexibility;
- Reliability and fault-tolerance; and
- Multilevel protection system.
LISA: Web is created with the capability to service concurrently a great number of users, to support various hardware platforms as well as to distribute load on servers.
Data protection function is provided LISA: Web the function comprising:-
- Obligatory authorization and authentication of users;
- Logging all the operations of users in the system; and
- Data kink protection.
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