Underwriting System

Underwriting system

VBA Front End + SQL Back End

Inhouse underwriting system and CRM system developer for 7 years as part of the Business Process Management team (a.k.a Kaizen/BPM Team) in the general insurance industry. One person delivers end to end solution using the agile approach. Solutions are focused on a quick win for the short term rather than long term robustness system.

In overall, the underwriting system supports followings:

- risk profile and auto-register in the CRM system
- premium calculation with multiple options
- data/ risk profile quality control
- auto-renewal based on the defined rules e.g. sum insured, broker name and products
- user can generate quote/referral in DOC/PDF and send to insured with one click of 'Magic buttons'.
- control authority of the limit. e.g. Junior underwriter can quote up to 1mil
- get claims information with one click. Claims system integrated via web services