Transcript Eagle - ORAMA Technology Solutions

Eagle V4
Presentation
July 2015
INTRODUCTION
Eagle application, along with the complementary utilities, web sites
and web services, provides all the means for managing and
speeding up a wide range of common tasks in most of departments
of a Road Assistance Company.
After almost 15 years of development, Eagle fully covers the
following departments:
Front Office
(Operations
department,
Call Center)
Complementary
utilities and web sites
leveraged the
functionality of Eagle
Middle Office
(Suppliers network,
invoices, payments)
Back Office
(Accounting
department,
Marketing
department)
Eagle connects
•Policy Holders
•Accounting
•Suppliers/Network
•Administration
Front Office
• Keeps track of policy holder’s contract information with the
following possible ways:
– Data stored in the local database (SQL Server)
– Data stored in external Microsoft Access databases (MDB files)
– Data retrieved online on case opening by using Web Services of Insurance
Companies
• Handles a lot of different case types (Vehicle, Health, Travel, Home)
• Can handle any case type through its modular design and its
flexible systems that already has
Front Office Features
• The Case screen is a modular system (Case Tab System), that
according to a case type, features can be added or removed
• For each case type a number of different Questionnaire forms
(Dynamic Forms) can be added to a case. The IT department
can easily :
– Create and modify a dynamic form
– Modify the Layout
– Extend the functionality (because they are actually ASP.NET forms)
Middle Office Features 1
• Contracts Module
– Premiums
• Handles agreements with the Customers (Insurance Products, Terms, Unit Premium,
Intermediaries, Commission rates)
– Addendums:
• Handles the invoicing of premiums and tracks their payment status
– Commissions
• Calculates commissions for intermediaries, issues invoices and tracks their payment status
– Reserves
• Manages the allocation of reserves in time periods (fortnights / months etc)
– Bordereaux
• Summarizes production from Brokers, issues invoices and calculates commissions
Middle Office Features 2
• Accounting Module (as far as Middle Office concerns)
– Invoicing / Rebilling
• Handles the creation of provider invoices and rebilling to the customers. Invoices can be
entered manually or by using a set of tools designed especially for some product groups (e.g.
Warranty, Peugeot, A la demand, ICFM)
– Payments / Receipts
• Payments and receipts to Providers, Customers, Policy Holders, Brokers (with Cash / Cheque /
E-Banking)
– Case Fees
• A tool for reviewing and bulk setting up case or service fees
– Reimbursements
• Tracks the status of policy holders’ reimbursement requests
– Reconciliations
• A tool for clearing advance payments and pro forma provider invoices
Middle Office Features 3
• Accounting Module (as far as Middle Office concerns)
– Intra-Company Rebilling
• Internal rebilling to other fronting companies of AXA group
– Credit Control
• Displays the outstanding invoices and calculates the ageing based on payment rules, per
supplier / customer
– Chart of Accounts
• Handles an internal chart of accounts per fronting company
– Trial Balance
• Provides the ability of creating custom trial balances and comparing their results with reports
created by other accounting software (Local Accounting Software / ORACLE GL).
– Account Balance Sheet
• Displays the transactions (debits/credits) of an account
What’s new during last years development ?
EAGLE V4 LATEST ACHIEVEMENTS
Automatic missioning (TSS)
• Web site for the towing providers
• The provider sees a new case when it is assigned to him by an IPA
user
• The provider can:
– Assign the case to a track driver
– Check the incident’s process (with the use of Mobile Road Assistant
Coordinator)
– Modify incident’s status (New / Transferred to Driver / Fulfilled / Cancelled
/ Completed)
– Fill the services provided (Eagle gets the services automatically)
Mobile Road Assistant Coordinator
• Mobile application that works with Android Smartphone (in
Athens they use the Samsung S4 zoom Phone/Camera)
• Collaborates with the TSS
• A driver can accept or decline an incident, the TSS is informed
• Incident Status (New, Accept, Decline from driver, Decline from
TSS, Arrived to incident, Taking Photos, Start of Towing, End of
Towing, Incident Completed)
• On every status change, date and time, latitude and longitude
coordinates are kept
Mobile Application bCall
• App can be used by Policy Holder’s to call IPA for a towing
• Works for Android & iPhone smartphones
• By pressing a button in the App, all the necessary information
are transferred to IPA (car plate, car model, car color, policy
holder name, contract number, latitude and longitude of the
incident address)
• IPA agents call back to confirm the incident, and open a case in
Eagle
Brokers Management System (BMS)
• Web site for brokers to issue contracts
• There is also a Web Service that brokers can use to connect their
systems
• BMS Features:
–
–
–
–
–
Different levels of users (IPA / Agencies / Sub-agencies / Brokers)
Different Commissions to each level
Sibling Commissions
Connects with Eagle for Bordereaux
Increased Security on Contract Issuing:
• Can lock a broker in issuing new contracts / renewals / cancelations / change of data
• Locking on how many new contracts a broker can issue for a month
How Eagle connects with the world ?
EAGLE V4 INTERCONNECTION
Eagle Mail Robot
• Service Application that runs on a Server PC and watches for a
specific email account (e.g. [email protected])
• For every email it receives that has an IPA reference number
(for example 52-13-151613-1-52105-6-TR) in its subject:
– Finds the appropriate case in Eagle
– Creates a new document (Received email) in the document tab of
this specific case
– The text of the email and all attachments are saved and can be
viewed
ERC utility
• Utility to send data and photos to Insurance Companies
– Command line utility that can be used with the schedule mechanism
of Windows to execute on specific time periods
– Can collect data and photos of new cases and send them to specific
email addresses
– The data to send can be set very easily by IT department
Cases Web Service
• Web Service that returns information about cases
– Can be used by Insurance Companies to retrieve information about
cases opened to Eagle
– Can return data and photos to the caller
– Simple setup process for the data to return (in JSON format)
– Has a login mechanism to ensure the caller gets the data that is valid
for
– The caller can request to get only the new cases
– The photos can be returned in thumbnail or original size
Accident care / Medical Web Site
• Informs insurance companies with Eagle data live flow
– View photos of an accident/ medical incident
– View case detail / Dynamic forms information
– Providers upload photos of the accident
Supplementary web sites & Solutions
• Warranty web site which supports warranty product – Car
extension warranty (Additions to Eagle & Web Site)
• Claim’s management (Additional case tab & Web site)
• E-Banking solution
• SMS Agent (Automation of SMS messages)
Microsoft technology…
Eagle in numbers
For the last
15 years
Eagle is
running in
IPA Athens
From
1/1/2007
Eagle is
running in
IPA Istanbul
Over 250
users use
Eagle every
day
More than
1 million
lines of
code…
Eagle Version 4.0
(2015)