Exchange of information between insurance companies, insurance brokers and customers using information maps (mind maps)

1. Insurance Information
as an Information Map
José M. Guerrero
http://www.infoseg.com/
jm@infoseg.com
© Infoseg, S.A. 2009-2012

2. SUMMARY OF THE PRESENTATION
• Introducion to Information Maps
• Difference between Information Maps and classical Information
• Advantages of using Information Maps
• Recipients of the Information
• Types of use of the received information
• Examples of Information Maps in Insurance
• Conclusions

3. INTRODUCTION TO INFORMATION MAPS

4. MIND MAP - DEFINITION
A Mind Map is a graphical
technique to visualize connections
between several ideas or items of
information and that follows a
strict set of rules.

5. EXAMPLE OF MIND MAP

6. IDEA MAP - DEFINITION
An Idea Map is a Mind Map adapted
to the communication needs of the
business world and that does not
follow such an strict set of rules.

7. EXAMPLE OF IDEA MAP

8. INFORMATION MAP - DEFINITION
An Information Map is an Idea Map
that includes spreadsheets and
charts.

9. EXAMPLE OF INFORMATION MAP

10. INFORMATION MAP FILE - CHARACTERISTICS
• Can be copied to an USB key
• Can be downloaded from the Internet
• Can be sent as an attached file in an email
• Can be examined with a free viewer
• Can be modified by the person who receives it

11. DIFFERENCES BETWEEN INFORMATION MAPS AND CLASSICAL
METHODS TO SEND INFORMATION TO CUSTOMERS

12. CLASSICAL METHODS TO SEND INFORMATION TO
CUSTOMERS
Several pages
Linear
Many screens
Linear

13. INFORMATION MAPS TO SEND INFORMATION TO CUSTOMERS
• Overview and Detail at the same time
• Graphic display
• All information in a single screen
• Associative, not linear

14. ADVANTAGES OF USING INFORMATION MAPS

15. IMPROVED DISTRIBUTION OF INFORMATION

16. IMPROVED EXCHANGE OF INFORMATION

17. FOSTER CUSTOMER LOYALTY

18. COORDINATION BROKER - COMPANY - CUSTOMER

19. IMPROVED COMMUNICATION OF OFFERS TO CUSTOMERS

20. IMPROVED INFORMATION ABOUT NEW
PRODUCTS
AND
COVERAGES

21. INNOVATION IN THE COMPANY

22. STAND OUT FROM COMPETITORS

23. IMPROVED SERVICE

24. REDUCED COSTS

25. ELIMINATION OF PAPER

26. WITHOUT IMPORTANT CHANGES IN THE IT
SYSTEM OF THE BROKER

27. WITHOUT CHANGES IN THE IT SYSTEM OF THE CUSTOMER

28. RECIPIENTS OF THE INFORMATION

29. CUSTOMERS – PRIVATE

30. CUSTOMERS - COMPANIES

31. TYPES OF USE OF THE RECEIVED INFORMATION

32. 3 USES
• Only to display or print the information
• Modification of the information and addition of comments
• Collaboration on the Internet

33. ONLY TO DISPLAY OR PRINT THE INFORMATION
(Using a free Viewer downloadable from the Internet)

34. COMMENTS AND MODIFICATION
(With optional software)

35. COLLABORATION ON THE INTERNET
(With optional software)

36. EXAMPLES OF INFORMATION MAPS IN INSURANCE

37. INFORMATION FOR CUSTOMERS (Initial View)

38. POLICIES INFORMATION (Level 2 View)

39. POLICIES INFORMATION (Level 3 View)

40. POLICIES INFORMATION (Level 4 View)

41. POLICIES TRANSACTIONS – THIS MONTH (Level 4)

42. POLICIES TRANSACTIONS - THIS MONTH (Level 4)

43. POLICIES TRANSACTIONS – THIS YEAR (Level 4)

44. RECEIPTS INFORMATION (Level 2)

45. CLAIMS INFORMATION (Level 3)

46. MESSAGES (Level 2)

47. MESSAGES (Level 3)

48. CONCLUSIONS

49. Are you going to integrate this technology in your business
strategy?

50. Or maybe you prefer to take risks??

51. DISCUSSION