We are in process of launching a new software product brand which will address the needs of Insurance companies and banks. We would like to create demo video of one such product which will illustrate the overview of the product, its use and benefits.
The said product family is called Pencil. It has several sub products, the below script is for automation of New Business & Underwriting processes for Life Insurance company. You can get more info about the same at [url removed, login to view]
See this link for sample video [url removed, login to view] (this is just to give you an idea of the look, feel and flow, we do not own or created this video)
Please note this is just an overview. We expect the freelancer to help us ideate the concept of the video, create animation/ info graphics, voice over, etc. We will provide screenshots of our software wherever appropriate.
NB Pencil - Brief (probably voce over with background image/ transition/ animation)
NB Pencil is a revolutionary new way to address challenges faced by new business departments in life insurance companies. It comes bundled with pre-defined business process templates, document management, user experience, work distribution rules, reports and integrations to your existing systems.
It caters to all marketing channels including Bank Partner, Agency & Direct sales.
Areas it covers (voice over with background slide/ whiteboard with highlights)
It covers complete gamut in new business starting from Pre underwriting, application scrutiny, Document capture, Data capture, Underwriting - medical and non medical, Issuance, NTU & Refunds.
Deep Dive in each area (voice over with demo screens/ animation/ screen cam. Each point will demonstrate how it works in our product)
Customer applications are captured via web, email, physical documents.
It provides for Application scrutiny for quality at source
Data Entry is optimised with help of guided data entry
Underwriters have full visibility for the customer case, starting from applicant & policy details, existing policies and claims history, risk analysis & documentation.
Task Distribution and Business rules are predefined and can easily be modified.
Management has clear visibility to what is affecting productivity, daily volumes, etc.
The solution seamlessly integrates with leading Policy Admin systems.
Strong Messages (voice over with whiteboard/ animation)
NB Pencil provides business with best practices for business process automation, underwriting case management, requirements management & floor management.
And of all this can be made available to you in matter of 5-8 weeks.
Faster policy issuance,
What shreenshots/ screencam are required for the demo (we will provide this)
- Show data entry in submission for four fields First Name, Last Name, DOB.
- Show the email that has received proposal form from a bank - show proposal form.
- Show scanner photo & Scanning & recognition in DSC.
- Show basic check for selection of product type & submission date is correct.
- show guided data entry for 3 fields - Name, Address, Premium Amt
- Show dual screen underwriting - Application details, Policy details, previous policies, claims history, underwriting worksheet & related documents.
- Show business rules configuration screen.
- Show 3 reports. Process capability,
- Show Life Asia, Ingenium.