System Design Of Life Insurance Sales Platform Based On JSF And

With the rapid development of life insurance core system technology, operational functionalities are quite good enough to support company’s business needs. However, when life insurance company is aiming at expanding its sales activities by taking advantages of new media, there is no specific sales platform to support the agents and customers, which becomes the bottleneck.Instead of replacing the existing core system, specialized front-end sales platform is a much better choice. Via this platform, integrated with popular mobile internect connection technology, it can support Web Sales, Telephone Sales, Brokerage, and traditional Agent Sales together with highly-flexible expandability; it can support various product lines in one platform and enable the quick lunch of new product in the future. The sales platform can provides the end-to-end functions including financial needs analysis, product catalog, quotation, online submission and etc. Thus it can increase the sales closure greatly, shorten the sales cycle and return the investment to revenue even faster for insurance company.The thesis introduces the current development of life insurance company core system, reveals the eagerness for sales platform of insurance company, analyzes the functionalities it should support, then technologies including Spring Web Flow, JSF, Ajax, Flex and etc. The thesis discusses the overall design and architecture of the sales platform, and gives one implementation of eBaoTech SalesPlatform, in which system utlizes Spring Web Flow, Ajax and Flex/Flash to deliver a highly-flexible, high interactive and brilliant user-experience RIA application for life insurance company’s sales platform.