Crediting the clients can be a tedious task, which helps in the creation of policies. Our biggest insurance client was no lesser immune to this. It was really getting hard for the client to manage the credit of the agents from different certifications. They had issues in identifying the policies and maintaining an accurate track of it.
At CodeTru we collaborated with the client and understood their practice to date. With the
information collected and the analysis made by our expert, we decided that the team needed a
robust solution.
We designed a fully automated web-based credit management application called Credit
Management Tool. The tool can easily implement different user types for different certifications. It
also enables policy service that helps in identification of the policies created by that particular agent
Every user had its own restrictions and we were able to handle and implement those restrictions at
the code level. This functionality helped to overcome the manual errors as well as fraudulent
activities.
In Addition to it, we have made the user management simpler so that anybody can add new agents
to the system backed with OTP authentication for resetting passwords.
We have made the application user- specific making it convenient for individuals to make all kinds of
customizations by themselves with less supervision and add new functionalities and restrictions
