CHALLENGES:

The client currently faces several challenges regarding data storage and management. Insurance contract data is stored on a server, which limits accessibility and creates bottlenecks in data retrieval. Additionally, supporting documentation—such as invoices, applications, statements, and audits is fragmented across various locations and formats, complicating the retrieval process and increasing the potential for errors and miscommunication. 

This disorganisation not only hinders efficient searches but also makes it time-consuming for users to locate specific documents or policies, often resulting in frustration when the desired information is not readily available.

SOLUTIONS:

Dashboard: A dashboard with customisable filters has been implemented, enabling users to quickly identify policies that are expiring or nearing expiration. This feature provides easy access to these policies through convenient hyperlinks, streamlining the management process.

Centralised Repository: A centralised repository enables the attachment of supporting documents such as endorsements, policy notices, schedules, invoices, applications, and audits to each insurance policy. This organisation keeps all relevant data together, making it easier to locate and update information.

Advanced Search Capabilities: The search functionality is significantly enhanced by centralising all data and grouping it by insurance policy. This streamlined approach facilitates quicker and more efficient retrieval of information. The ability to easily find policies or documents that were recently edited also improves the efficiency.

Task Management Integration: Introduced a task management feature to allow users to assign and track tasks related to insurance contracts. This enhancement will improve accountability and ensure that critical actions are completed in a timely manner.