INSURANCE 

The Insurance enterprises find in AuraPortal BPMS the most advanced Management tool in the market. Working with AuraPortal can give them an immediate increase in profits at the same time as drastically decreasing costs.

Management Areas

 

As the Consultancy experts, Gartner Inc. have said AuraPortal is an example of the New-Generation of BPMS. The development technology, orientation to SOA and a platform that integrates all the activities that are carried out, marks a state-of-the-art future business management. 

 

Other Advantages

 

AuraPortal is within reach of any company. This is because:

 

1. Its licensing policy, that depends on the number of users.
 

2. Because its BPM does not need any programming, making the cost of implementation of the processes very low.

                                                        Up

The use of AuraPortal in risk management is tremendously simple to at the same time as being very versatile and powerful and without needing to program anything.

AuraPortal is the most logical solution for insurance companies that adopt the rule Solvencia II in the risk management.

1.1  Process Management  

1.2  Business Rules   

Solvencia II has a very similar concept to Basilea II

1.3  Basil II

                                          Up

AuraPortal has reached the until now unassailable ambition of total integration in the functionalities and operative of CRM in the BPM processes.

With AuraPortal the customers can operate with the entity remotely using any device available (computer, PDA, etc.) and these actions will enter into the Process Flows of the enterprise that will intercommunicate with the various departments, etc.

Then the Risk Analysis is much more adjusted and secure.
 

• Segmentation of the customers by multiple profiles that permit the generation of specific actions depending on preferences, etc.

1. Commercial Organization 

With AuraPortal the organization of the commercial department is optimized, intercommunication the different departments and lowering costs.

2.1.1  Users and Visitors  

2.1.2  Account Management      

2.1.3  Indirect Channel Management   

2.1.4  Project Management   

2.1.5  Document Management  

2.1.6  Reports, Analysis and Statistics   

2. Marketing 

AuraPortal offers a new form of organizing and managing marketing actions, that brings great agility and efficiency. The organization, management and control are all in one unique integrated system, using the most modern technology.

2.2.1  Creating Demand  

2.2.2  Creating and Managing Sales Opportunities

2.2.3  Interactive Observatories   

2.2.4  Web 2.0 Access  

3. Customer Services

Customer attention is vital to his loyalty. With AuraPortal all the personnel can be involved as well as the associates in the process of Customer Satisfaction. The coordination of all the information will improve service and reduce costs.

2.3.1  Customer Attention  

2.3.2  Communication with the Customer  

                                                                          Up

With AuraPortal any type of Project with subcontractors can be undertaken with guarantees, using the communication, collaboration and control of these. The use of third parties will be much more secure, practical and efficient when using the Processes and the Business Rules of the organization.

The management is based on the following characteristics:

1- Communication. The subcontractors can access online all the information they need and participate in the company Workflow. 

2- Collaboration. All kinds of mechanisms can be created to improve collaboration, establishing procedures using Processes that will go through various phases.

3- Control. The Processes can be controlled from beginning to end and at any given moment the situation can be known of any specific case.

AuraPortal outsourcing management takes into account every detail:

3.1  Recruitment

3.2  Hiring   

3.3  Administration

3.4  Results   

                                                          Up

AuraPortal administrates the purchases and controls all the activities carried out using processes which makes the relationship with the supplier much more fluid.   

1. Organization of Purchases 

4.1.1  Purchase Strategy  

4.1.2  Optimization of Activities   

2. Relationship with Suppliers

4.2.1  Recruitment and Homologation of Suppliers  

4.2.2  Communication with Suppliers   

4.2.3  Suppliers Portals  

4.2.4  Purchase Channels   

3. Supplies

4.3.1  Organization of Purchases   

4.3.2  ePurchases 

4.3.3  Offer Requests   

4.3.4  Indirect Purchases   

                                                                    Up

In AuraPortal BPMS as already mentioned, the human resources are organized around the Processes. These are automatically linked so a flow is established.

AuraPortal covers the whole of the needs in HR: Personnel Management, Communication and Collaboration, etc.

5.1  Personnel Management   

5.2  Communication and Collaboration   

5.3  Management of Absentees and Extra Hours  

5.4  Recruitment     

5.5  Labor Health

5.6  Training Courses

                                            Up

AuraPortal BPMS provides companies and enterprises of all classes of management tools to reach excellence.  

This section covers areas not included in others. 

1. Rules

AuraPortal offers a new way of managing Rules (both mandatory as well as voluntary or internal) integrating them with the rest of the activities.

Basilea II, Patriot Act, AML, SOX, Quality Control, Information security, etc. Using AuraPortal the rules always function correctly.

6.1  ISO Quality Control    

6.2  Environment Management   

6.3  Labor Security    

6.4  Information Security / LPDP (Data Personal) 

2. Communication and Collaboration 

AuraPortal offers the ideal environment for Communication and Collaboration between the personnel of the different departments in the company, branch offices, and even associates, etc.

6.2.1  Users and Visitors  

6.2.2  Portals   

6.2.3  Workflow   

3. Corporative Communication 

AuraPortal BPM makes it easy for enterprises to use all the media so that the corporative identity to be known internally and externally.

6.3.1  Creation of the Corporative Identity  

6.3.2  Communication Management   

6.3-3  Internal and External Diffusion   

4. Knowhow Management  

AuraPortal BPM makes it easy to develop mechanisms for transmitting knowhow.

6.4.1  Information Elements  

6.4.2  Organized Learning  

6.4.3  Workflow   

5. eCare Integral 

With AuraPortal the Care impregnates the company bringing satisfaction to employees, customers, etc. This induces loyalty on all sides and also decreases costs.

6.5.1  Communication  

6.5.2  Normalizing Processes    

6.5.3  Attention   

6.5.4  Control 

6. Project Management

With AuraPortal any kind of project can be carried out either internally or by third parties, maintaining a total control at all time.

6.6.1  Configuration   

6.6.2  Planification   

6.6.3  Execution   

6.6.4  Follow up and Results   

                                   Up

AuraPortal can handle with total security and agility all corporate documentation, however complex the structure. This may be as: letters, rules, invoices, forms table, images, photographs, URL address, etc.

Everything is stored in a powerful MS SQL Server database and is always available, depending on permissions to anyone, wherever they are in the world.

• The majority of the documents are automatically created using Base Documents Base.
   
• The majority of the documents do not have to be found; instead they are always accessible to the task executor.

7.1  Main Functionalities  

7.2  Working with Libraries  

7.3  Life Cycle of the Documents   

7.4  Content Management   

7.5  Announcement Management