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8/14/2019 Navigator Figaro 2008 Final
1/15
NavigatorHow the dreamcame true
AdamAdamczyk
CEO & coowner
October 2008
8/14/2019 Navigator Figaro 2008 Final
2/15
Presented by Adam Adamczyk/Figaro Software 2
Agenda
Welcome / introduction
Purpose
Basic facts about Navigator
Demo, typical agent scenarios Lessons learned
Final Thoughts and Vision
Questions and Answers
8/14/2019 Navigator Figaro 2008 Final
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Presented by Adam Adamczyk/Figaro Software 3
Purpose
Our motivation is to create flexible and userfriendly sales force system
To provide you set of templates how supportbetter your customers
How we can help you maximize the efficiency ofyour business
To help you move forward from traditionalorganization to SOA organization
To give you tips how to prepare for changes basedon our experience
To provide you with the best practices and provensolution to improve quality of service
8/14/2019 Navigator Figaro 2008 Final
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Presented by Adam Adamczyk/Figaro Software 4
Overall Company Benefits
Reduce and/or eliminate policy lapses (Fast andreliable information about potential policy lapses)
Improves sales opportunity (agents know moreabout their customers)
Reduce risk for insurance policy calculationdiscrepancy (AWP) automates policy sales anddata entry, reduces manual intervention
Foster common client driven methodology andbest practices
Time savings (ultimate fast client offer creationcapabilities)
Better agent ability to respond to client needs andconcerns
8/14/2019 Navigator Figaro 2008 Final
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Presented by Adam Adamczyk/Figaro Software 5
Basic facts about Navigator
Fully functional, mature windows desktop systemfor professional insurance agents
Sophisticated Sales Force & CRM set of toolstailored for CUP
Cost Effective solutionLower
administrative
costs
Standardized data exchangeformats (XML)Electronic transactions are cost effective, and reduceopportunity for errorReturn On Investment The holy grailfor CFOs
does NOT require any other 3rd party software or license for agent
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Presented by Adam Adamczyk/Figaro Software 6
Navigator set of integrated tools
ASSISTANTCRM
CALENDAR
FOLDER OF
REQ.BASS
PRESENATION
S
CALULATIONS
8/14/2019 Navigator Figaro 2008 Final
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How Navigator is designed ?
"Assistant" as central CRM class application
Data importer loads compressed & encryptedagent information
Other applications integrated with common DB
Plug-ins and add-ons Presentations andcompanydocuments aredistributed
seamlessly
Libraries forcorporate backendsystems (web-
service clients)
8/14/2019 Navigator Figaro 2008 Final
8/15Presented by Adam Adamczyk/Figaro Software 8
Navigator integration with HQ (to agentscenario)
HQ systems
1. HQsystems
export agentprovisiondata.
data warehouse
2. DW prepares(compress and
encrypt) agentdata load.
Data isgenerated on
regular cycles oron demand via
an SMS agent
mail server
3. Mail serverdelivers agents
data.
agent
4. Agent importsencrypted and
compresseddata.
Agents haveunique personalkey required to
decrypt the data.
8/14/2019 Navigator Figaro 2008 Final
9/15Presented by Adam Adamczyk/Figaro Software 9
Navigator integration with HQ (fromagent scenario)
HQ systems
3. HQsystemsfinally
receives datafrom agents
ESB Bus
2. ESB Busexposes web-services andreceives datafrom agents
agent
1. Agentsends datavia securedweb-service
8/14/2019 Navigator Figaro 2008 Final
10/15Presented by Adam Adamczyk/Figaro Software 10
Lessons learned
Agile methodologies can be used even in largecorporations
Need business owner involvement
Representatives from each major affectedbusiness unit are welcomed
Set priorities for further development
Provide internal support during for internalcorporate users
Communicate (and train) where you are goingforward
Every new solution WILL have detractors andcritics Be prepared and ready
8/14/2019 Navigator Figaro 2008 Final
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Seven Suggestions for Implementation
1. The end goal is to increase customer satisfy2. 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 systemsimprovement and modifications
4. Assume that portable computers will belost/stolen so encrypt all sensitive information
5. Make sure that you are not violating laws orrequired standards
6. Testing in a real-time realistic scenarioenvironment
You must have copy of your productionsbackend s stems for real testin ur oses
8/14/2019 Navigator Figaro 2008 Final
12/15Presented by Adam Adamczyk/Figaro Software 12
Navigator success merits results
98,3%
overall system
usage
80%
Source: CU internal survey,June 2006
agree systemhas strongly
impacted theirwork style
92%84%
agree systemallows to limit
their contactwith HQ
everydaysystem usage
8/14/2019 Navigator Figaro 2008 Final
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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 agentsfrom competitive companies are jealous. Thanks to Navigator Iam doing well on the market. Conversation with Customersbecame simpler and easier.
A. Wodarczyk
Everything looks fine and is workingproperly.
J. Lotrz
Morec
ustomers
8/14/2019 Navigator Figaro 2008 Final
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Final Thoughts and Vision for thefuture
Web based versus loosely coupled clientapplications well known fact, web based applications are
general easier for maintain
Loose coupling concept allows use application truly24/7/365 anywhere
Loosely coupled systems are considered usefulwhen either the source or the destination computersystems are subject to frequent changes
Some agents are not connected to internet everyday but they want to sell everyday
local law may not allow processing potentialcustomer personal information, agents did notwant to share their contact information
Current software trend is Rich Internet
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Presented by Adam Adamczyk/Figaro Software 15
Questions and Answers
If you dont ask the right
questions,you dont get the right
answers.