Internal and External Insurance reports
Accountmanagers and their assistants of an insurance collector manually use datadumps from a central dataportal (with customer dataviews) to make their own in- and external reports in MS Excel and MS Word.
As only a limited number of users can perform these activitities, this situation results in an unwanted overallocation of these users, apart from its data quality and inefficiency.
Because of the transition to a new insurance registration system, its data also needs to be reported with the addition of historical data from the current central dataportal, for which no combined reports exists.
We used the following software in this project:
MS SQL Server
Advise together with the client about the possibilities to further optimize and professionalise its current internal and external insurance reports. Implement qualitative and efficient improvements in (technical) MS Office application, purpose, use and “look and feel”.
This project resulted in the following products:
Internal MS Excel reports
A central multi-user MS Access frontend
This graphically designed annual report, contains a separate front and back page, a table of contents, an executive summary and 16 subreports.
Automated and Professional Reports
Great Quality and Effiency Improvement In Insurance Report Process
Solutions4Office as Multi-Systemintegrator
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