Permanent Digital Archive in Insurance using Mind Mapping

Post on 29-Nov-2014

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Permanent Digital Archive in Insurance using Mind Mapping. For Insurance Companies and Brokers.

Transcript of Permanent Digital Archive in Insurance using Mind Mapping

PERMANENT DIGITAL ARCHIVE IN INSURANCE USING MIND MAPPING

Reasons

• Legal

• Audit

• Internal Controls

• History of the organization

• Statistics

Advantages of using Mind Mapping

• 1 single file per customer

• 1 external viewer

• Independent of the original formats

• Text, spreadsheets, attached PDFs, images, videos, Charts

• Visual format

• Global and detail view

• Tree structure

Elements of the archive

• Personal information of the Policy holder

• Policies

• Receipts

• Claims

• Claim Payments

• Documents

• Summary

EXAMPLE

Overview

Personal Information of the Policy Holder

Policies of an insurance type

Detail of Policies

Detail of a Policy (Attached PDF)

Receipts of a Policy

Detail of a Receipt (Attached PDF)

Claims of a Policy

Detail of a Claim (Attached PDF)

Summary of the Policy Holder

(C) Infoseg 2013 http://www.infoseg.com/

Contact Information

José M. Guerrero

jm@infoseg.com

Infoseg, S.A.

http://www.infoseg.com/

Mind Mapping automation

http://www.infoseg.com/mi_01_en.shtml

Images courtesy of

http://www.freedigitalphotos.net/