Permanent Digital Archive in Insurance using Mind Mapping
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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
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/