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  - MobilePlanner
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   Home > Solutions > e-Wireless
 

MobilePlanner is a tool to improve the operations of insurance agents by enabling the applications to be submitted through PDA.
The whole new business process from the insurance agent's visit to underwriter's review is automatized through PDA. By allowing the agent to work via the wireless internet anywhere, anytime, work productivity and customer service are improved.

 
 
<System Architecture>
 
     
 

1. Onestop electronic application submission system
Complete the electronic application form on PDA, and transmit it to the server at the main office for underwriter's review. This revolutionary systems makes it possible for the customers to get the review result back as early as the same day.

2. Support program for agents
While agents had to do most of the operations at the office before, now it is possible to work anytime, anywhere using PDA. This maximizes the efficiency by overcoming the limitations of time and space.

3. Support program for clients
The agent can provide various information to clients he/she meets. This enables the agent to recommend reasonable insurance policies to clients and maximize customer satisfaction.

4. Compatible with conventional application submission system
By connecting the new system with the existing insurance application submission system of your company, it is possible to use both application image transmission method and electronic submission method on PDA.

 
     
 
 
1. Online electronic application submission
2. Notification of review results
3. Inquire information on existing insurance policies and coverage of clients.
4. Make financial plans for clients and calculate insurance payments
5. Client management for each insurance agent
6. Alert important anniversaries of clients and send messages
7. Insurance product and service information
8. Manage operations of insurance agents
9. Share data and information real-time
     
 
 
- Section Chief Mr. Jae-Hyeok Choi +82-2-2082-2602
- Sales Department Manager Miss Jey, Choi +82-2-2082-2601