Sample Application - Manuals

Majority of the examples throughout this manual are based on a simplified version of a Workflow Server application we built for one of our customers - the Insurance Quote processing application.

The Task: Lead processing application

Let us start with a simple but real business case. An insurance agency is a front end for a big insurance provider. Its mission is to interact with the prospects and customers on behalf of the insurance provider. A very important part of this mission is expanding customer base. To do so the agency generates leads and then processes the leads. One of the most important segments of the insurance market is auto insurance. Auto insurance is especially difficult to deal with because it is extremely dynamic. People change insurance carriers for various reasons and do so very often. To stay on top of this the agency has to process regularly a considerable number of leads - the more the better.
Here is how it was done without the application:
• The agency is set up to receive leads from several sources. Majority of them come as emails from several lead generation web sites like www.insureme.com.
• Once received, the lead is manually entered into the quoting system provided by the insurance carrier. If information provided in the request is insufficient to generate a quote, this might involve contacting the prospect and gathering missing information, but usually this is a straight forward typing of the info right into the quoting system.
• Once the information is properly entered into the quoting system, it generates the quote including the amounts and options for the premiums.
• Based on the quote, a response is sent back to the lead. Usually it is sent as an email in response to the lead - the quote request. The information from the quote generated by the quoting system is manually typed into the reply email.
This process is time consuming and error prone. Automating this process can increase number of leads the agency can process as well as significantly reduce response time and number of errors. The latter can increase percentage of the leads, the agency will close.
Let's take a look on the architecture of this solution.