Navigator Figaro 2008 Final

Navigator How the dream came true

Adam Adamczyk CEO & coowner

October 2008

Agenda • • • • • • •

Welcome / introduction Purpose Basic facts about Navigator Demo, typical agent scenarios Lessons learned Final Thoughts and Vision Questions and Answers

Presented by Adam Adamczyk/Figaro Software

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Purpose • Our motivation is to create flexible and user friendly sales force system • To provide you set of templates how support better your customers • How we can help you maximize the efficiency of your business • To help you move forward from traditional organization to SOA organization • To give you tips how to prepare for changes based on our experience • To provide you with the best practices and proven solution to improve quality of service Presented by Adam Adamczyk/Figaro Software

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Overall Company Benefits • Reduce and/or eliminate policy lapses (Fast and reliable information about potential policy lapses) • Improves sales opportunity (agents know more about their customers) • Reduce risk for insurance policy calculation discrepancy (AWP) automates policy sales and data entry, reduces manual intervention • Foster common client driven methodology and best practices • Time savings (ultimate fast client offer creation capabilities) • Better agent ability to respond to client needs and concerns Presented by Adam Adamczyk/Figaro Software

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Basic facts about Navigator • Fully functional, mature windows desktop system for professional insurance agents • Sophisticated Sales Force & CRM set of tools tailored for CUP • Cost Effective solution Lower

administrative Standardized data exchange formats (XML) costs Electronic transactions are cost effective, and reduce opportunity for error – The holy grail Return On Investment CFO’sany other 3rd party software or license for agent does NOTfor require

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Navigator – set of integrated tools

CALULATIONS FOLDER OF REQ.

BASS

CALENDAR

PRESENATION S ASSISTANT CRM

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How Navigator is designed ? • "Assistant" as central CRM class application • Data importer loads compressed & encrypted agent information • Other applications integrated with common DB and add-ons • Plug-ins Presentations and company documents are distributed seamlessly • Libraries for corporate backend systems (webservice clients) Presented by Adam Adamczyk/Figaro Software

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Navigator integration with HQ (to agent scenario)

agent 4. Agent imports encrypted and compressed data. Agents have unique personal key required to decrypt the data.

mail server 3. Mail server delivers agents data.

data warehouse 2. DW prepares (compress and encrypt) agent data load. Data is generated on regular cycles or „on demand” via an SMS agent

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HQ systems 1. HQ systems export agent provision data.

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Navigator integration with HQ (from agent scenario)

agent

1. Agent sends data via secured web-service

ESB Bus

2. ESB Bus exposes webservices and receives data from agents

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HQ systems

3. HQ systems finally receives data from agents

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Lessons learned • Agile methodologies can be used even in large corporations • Need “business owner” involvement • Representatives from each major affected business unit are welcomed • Set priorities for further development • Provide internal support during for internal corporate users • Communicate (and train) where you are going forward • Every new solution WILL have detractors and critics by Adam Adamczyk/Figaro Software – Be prepared andPresented ready

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Seven Suggestions for Implementation 1. The end goal is to increase customer satisfy 2. Sales force tool is only one facet of a comprehensive sales program 3. Changes in systems is never ending story. You must be prepare for continues IT systems improvement and modifications 4. Assume that portable computers will be lost/stolen so encrypt all sensitive information 5. Make sure that you are not violating laws or required standards 6. Testing in a real-time realistic scenario environment You must have copy of your productions Presented by Adam Adamczyk/Figaro Software backend systems for real testing purposes

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Navigator success merits results

98,3%

overall system usage

84% everyday system usage

92% agree system has strongly impacted their work style

80% agree system allows to limit their contact with HQ Source: CU internal survey, June 2006

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Why our agents are happy? “What you have done is the greatest thing since sliced bread . Now, I have an excellent tool to work with Clients. Other agents from competitive companies are jealous. Thanks to Navigator I am doing well A. onWłodarczyk the market. Conversation with Customers became simpler and easier.” „Everything looks fine and is working J. Lotrz properly.”

s r e om

e r o M

t s cu

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Final Thoughts and Vision for the future • Web based versus loosely coupled client applications – well known fact, web based applications are general easier for maintain – Loose coupling concept allows use application truly 24/7/365 anywhere – Loosely coupled systems are considered useful when either the source or the destination computer systems are subject to frequent changes – Some agents are not connected to internet every day but they want to sell everyday – local law may not allow processing potential customer personal information, agents did not want to share their contact information

• Current

software trend isSoftwareRich Presented by Adam Adamczyk/Figaro

Internet

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Questions and Answers

If you don’t ask the right questions, you don’t get the right answers.

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