The solution was implemented in a company which is a leading player within the Polish insurance market and it concerned automation of an after-sales service for a complex insurance product. This product was completely new and groundbreaking, so a lot of development was required to service it in IT systems. While the transaction part was managed in the central insurance system, the process linked to the changes introduced in the policy was more problematic. The central system was not adapted to handling operations (their implementation would require a thorough reconstruction), but only transactions generated after completion. Therefore, the decision was made to implement this service on the BPMS platform.
The new product was complex; the general specification is given below.
The functionality of the solution prepared on the BPMS platform included the following:
The implementation had to be carried out quickly, to keep up with ambitious sales plans, and the solution had to be flexible and easy to change and develop further. In addition, part of the process configuration was to be transferred to business users.