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    InsurAlpha Activity Matrix

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    симона златкова
    This document contains an activity matrix that evaluates different activities for a client. It identifies core risky activities like wasting time on potential clients who may not buy and putting together a complete insurance coverage puzzle. It also evaluates the technical competencies used by different activities and the interdependencies between activities. Key interdependencies include policy assembling leading to technical simulation which leads to legal inspection, and corrections being negotiated in the executive plan and negotiation if issues arise.

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    InsurAlpha Activity Matrix

    Uploaded by

    симона златкова
    104 views5 pages
    This document contains an activity matrix that evaluates different activities for a client. It identifies core risky activities like wasting time on potential clients who may not buy and putting together a complete insurance coverage puzzle. It also evaluates the technical competencies used by different activities and the interdependencies between activities. Key interdependencies include policy assembling leading to technical simulation which leads to legal inspection, and corrections being negotiated in the executive plan and negotiation if issues arise.

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    fcv

    Original Title

    InsurAlpha activity matrix (1)

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    This document contains an activity matrix that evaluates different activities for a client. It identifies core risky activities like wasting time on potential clients who may not buy and putting together a complete insurance coverage puzzle. It also evaluates the technical competencies used by different activities and the interdependencies between activities. Key interdependencies include policy assembling leading to technical simulation which leads to legal inspection, and corrections being negotiated in the executive plan and negotiation if issues arise.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    104 views5 pages

    InsurAlpha Activity Matrix

    Uploaded by

    симона златкова
    This document contains an activity matrix that evaluates different activities for a client. It identifies core risky activities like wasting time on potential clients who may not buy and putting together a complete insurance coverage puzzle. It also evaluates the technical competencies used by different activities and the interdependencies between activities. Key interdependencies include policy assembling leading to technical simulation which leads to legal inspection, and corrections being negotiated in the executive plan and negotiation if issues arise.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 5

    INSURALPHA ACTIVITY MATRIX

    Client Preventing Negotiation Business Policy


    contact planning planning assembling
    ACTIVITY

    Client
    contact TOXS
    Preventin
    g SALES
    planning

    Negotiati
    on k
    Business
    planning XS
    Policy
    assembli
    ng k
    Technical
    simulatio
    n
    PRODUCTION

    Legal
    inspectio
    n

    Drafting
    the price
    to be
    exposed

    Executive
    develop
    ment of
    the plan XSO
    Selecting
    insurance
    solution
    A ACTIVITY MATRIX
    Technical Legal Drafting the Executive Selecting
    simulation inspection price to be developmen insurance
    exposed t of the plan solution

    Core risky activities


    - Risk of wasting tim
    T -'Complete insuranc

    Evaluate affinity tec


    T -Actuaries work for
    simulation
    -The legal office ass
    for the legal inspecti
    XSO
    Evaluate interdepen
    Sequential interdipe
    PRODUCTION - policy assembling
    XSO T
    - executive plan and
    if the first shows in
    - bewteen the execu
    XSO
    legal ispection is ba
    -Reciprocal interdep
    Core risky activities (k):
    - Risk of wasting time working on potential clients who will not buy in the end
    -'Complete insurance coverage' for customers is a risky jigsaw puzzle

    Evaluate affinity technical competences used by different activities (t):


    -Actuaries work for preventing planning, drafting the price to be exposed and technical
    simulation
    -The legal office assembles the external coverage with the internal coverage and is responsi
    for the legal inspection

    Evaluate interdependency relations between activities (XS):


    Sequential interdipendence bewteen:
    - policy assembling -> technical simulation-> legal ispection
    - executive plan and negotiation:
    if the first shows inadequacies, corrections are negotiated with the client
    - bewteen the executive plan and legal inspection:
    legal ispection is based on the istructions given by the executive planning office
    -Reciprocal interdepence bewteen client contact and negotiation
    e end

    d and technical
    rage and is responsible

    nt
    g office

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