Case Study Insurance Agency

COMPANY PROFILE

MTV INSURANCE AGENCY

Rm 309 Campos Rueda Bldg. Urban ave. Makati City

Mission: To provide excellent insurance protection and security

Vision: To be remarked as a reliable insurance agency that accords quality insurance protection and security

Services

Non-life insurance broker representing:

* Prudential Guarantee & assurance Co.

* UCPB Gen. Insurance Co.

* Intra strata assurance Co.

* Plaridel insurance Co.

* Monarch insurance Co.

* BF gen. Insurance Co.

Description of the Manual System

Existing manual system is simple. The agency consists of the Executive, only 3 major office employees (secretary, cashier, and collector) and sub-agents that performs fieldwork of finding prospective clients. Process of insuring non-life properties is

Contact Person and Details:

Moreto T. Valiao

Cellphone: 09196466246

Tel no: 844-6557 Fax: 844-1365

CONSULTANCY ENGAGEMENT PLAN

Objectives

The primary objective of the team is to help the client in improving their current system or providing them another system, if needed, for a better chance of achieving goals. The team is to research on their internal control if it’s efficient for operation.

(a) To develop, introduce and improve schemes to enhance current system capabilities through automation for effective delivery of services.

(b) To promote better delivery of services through establishing developing and continuously updating and disseminating information to end-users.

DATE | TIME | ACTIVITY | EXPECTED OUTCOME | PERSONS INVOLVE |

Dec. 26, 2012 | 12pm | >company visit/observation>group meeting | To know the overview of the company and its background | -Management of the company -Members of AV WEBs consultants |

Jan. 11,2013 | 10am | >interview with the manager/employees | Know more important details and to obtain deeper knowledge and what’s their daily routine | -Management and employees of the company-Members of AV WEBs consultants |

Jan. 14,...