Agile assignment

Agile assignment

More Options: Make a Folding Card

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Storyboard Text

  • With the help of our software, John can find the contact information of clients who submitted an online form expressing interest in buying car insurance.
  • Which clients should I call today to create account for?
  • Because our software can control a phone connected to the computer, John can make a call to the client with just one click and this will automatically open the form used by John to fill the client's account information.
  • Now I should call the client and ask for the information required to open a new account.
  • Now that the client account is created, John gets the details of the car for which the client wants to buy insurance.
  • Ok great, now that I created the account, I should fill in the details of the car that the client wants to buy insurance for.
  • John uses our software to get the estimate cost of the insurance policy based on the entered information and then he takes the approval of the client.
  • The client wants to know the estimate price of the insurance policy before agreeing to buy
  • After the client's approval of the price, John uses the software to send the policy terms & conditions document for the client who is required to digitally sign it.
  • The client agreed on the price, so now I need to send them the terms & conditions document for signature.
  • Now that the client agrees to terms & conditions, Johns work is finished. He sends the client's file to Sally the insurance processor who will wait for client's payment & then send the issued policy to the client's address.
  • The system notified me when the client has signed the document so now it's time to send the client's file to Sally.
  • As soon as the client pays the policy price, I will issue the policy & mail it to the client's address
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