Permanent Digital Archive in Insurance using Mind Mapping. For Insurance Companies and Brokers.

1. PERMANENT DIGITAL
ARCHIVE IN INSURANCE
USING MIND MAPPING

2. Reasons
• Legal
• Audit
• Internal Controls
• History of the organization
• Statistics

3. Advantages of using Mind Mapping
• 1 single file per customer
• 1 external viewer
• Independent of the original formats
• Text, spreadsheets, attached PDFs, images,
videos, Charts
• Visual format
• Global and detail view
• Tree structure

4. Elements of the archive
• Personal information of the Policy holder
• Policies
• Receipts
• Claims
• Claim Payments
• Documents
• Summary

5. EXAMPLE

6. Overview

7. Personal Information of the Policy Holder

8. Policies of an insurance type

9. Detail of Policies

10. Detail of a Policy (Attached PDF)

11. Receipts of a Policy

12. Detail of a Receipt (Attached PDF)

13. Claims of a Policy

14. Detail of a Claim (Attached PDF)

15. Summary of the Policy Holder

16. (C) Infoseg 2013 http://www.infoseg.com/

17. Contact Information
José M. Guerrero
jm@infoseg.com
Infoseg, S.A.
http://www.infoseg.com/
Mind Mapping automation
http://www.infoseg.com/mi_01_en.shtml
Images courtesy of
http://www.freedigitalphotos.net/