All members of staff must be able to access to this data. Members of the sales staff, for instance, prepare for customer meetings by reviewing all the information in the customer file and print out required documents such as damage reports or quotes to take along to the customer.
In case a document is forgotten, it needs to be provided subsequently, or worst case scenario, the on-site meeting needs to be repeated. Changes made to the data in the offices can only be saved after dialing into our VPN.
Until the data is updated, other departments cannot start any other steps for this particular customer. Questionnaires with sensitive data can be sent to the insurers by mail or fax; due to data protection regulations, this cannot be done via e-mail.
As the data is transferred directly among the participants without needing a buffer, it is transported at the highest possible level of security.
Dedicated office servers are used in the offices that synchronize all folders and files with the central server in real time. The office staff works with this up-to-date data on the office server at the highest possible network speed. Any changes are instantly synchronized among all servers.
The web links feature is available for secure ad-hoc forwarding of sensitive data to insurance companies. Here, any recipient can be given protected access to individual files or folders. To do this, a link with password protection and a validity period is generated that is called up in a web browser with encryption and that makes the shared data available for download.