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Insurance Quotation 1.0

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The solution consists of Quotation Framework and Quotation Applications, each latter corresponds to a specific life insurance product. - Quotation Framework serves as a platform for configuring & developing Quotation Application for each and every life insurance product. The Framework consists of database, application layer, and web-based UI; it includes front-end and back-end for composing quotation and for producing quotation illustration sheets. - Quotation application for new insurance product can be configured quickly & easily by administrator on GUI, such that time-to-market of new product implementation or existing product upgrade can be shortened significantly, that helps improve competitiveness of the life insurance firm. Configuration for most changes of product features can be configured in live time, without shutdown of nor impact on the production system. Quotation application front-end for agents runs on web browsers of PC and iPad as well as Android tablets, and connects over the WWW to the back-end that runs on centralized server.

Business information

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  • + Functional details

    * Administrator functions - User management - User role assignment - Product management: Add new products, duplicate products, change existing ones - Product feature management: Add new features, edit & configure formulas for features - Product rule management: Add new rules, modify existing rules - Management of product premium rate and benefit factor: Upload premium rates and benefit factors - Management of quotation illustration templates: Add new templates, replace existing ones - Reporting * Agent user functions - Compose quotation - Generate quotation illustration interactively - View quotation illustration online or print it to paper - Save customer info, browse & re-use existing customer info

  • + Competitive advantage

    - Quotation Framework approach helps shorten time-to-market of new-product implementation or existing-product upgrade - Creating new products or upgrade existing one is a matter of configuration with little or without development; e.g., a new product can be duplicated from an existing similar one and then added with additional configurations - Most changes of product features can be configured in live time following Drools business rule management system, without downtime of the production system - Web based front-end that is compatible with major browsers (IE, Firefox, Chrome) and run on both PC & tablets (iPad & Android ones) can be deployed for use anywhere over the WWW - Integrated with corporate Active Directory for user authentication - Single Sign-on capability - J2EE-based and thus can be ported to different Java Application Server - Database can also be ported to different DBMS

  • + Industries

    Insurance Industry
       Insurance Carriers - Life & Asset Management (L&AM)

  • + Solution areas

       Insurance distribution and services

  • + Customer size

    Very Small Business (Less than 50 employees)
    Small Business (50 to 99 employees)
    Midmarket Business (100 to 499 employees)
    Midmarket Business (500 to 1000 employees)
    Large Business (greater than 1000 employees)

  • + Languages supported


  • + Countries/regions available for distribution

    Viet Nam

Technical information

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  • + Hardware/OS platforms

    • + Hardware

      IBM Systems: Power
      IBM Systems: System i
      IBM Systems: System p

  • + Services

    Services: Application Implementation

  • + Software

    IBM WebSphere
          WebSphere Application Server
          WebSphere Application Server - Express
          WebSphere Application Server Network Deployment

  • + Storage devices

    Data Retention Storage Systems
       IBM System Storage DR450

Date last modified:    Apr 12, 2013


Contact information

Lê Hoàng Sơn
+(84) 913 6677 27


UNION Technology Corporation
157 Nguyen Thi Thap, Tan Phu Ward
Ho Chi Minh, Ho Chi Minh, thanh phoViet Nam

+84 84 008437402388

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