Risk Advisory Solution for Dynamics 365 Team Microsoft

Risk Advisory Solution for Dynamics 365 Team Microsoft Dynamics Sensitivity: Internal & Restricted

Risk Advisory Solution for Dynamics 365 A solution which provides an end to end mechanism for organizations dealing in insurance and risk assessment area to identify, assess and manage risks. Features Captures assessment requests and assigns field resources per location Allows grading of Risk specific parameters on multiple scales Solution Benefits Calculates risk score and percentile 1 2 Captures and monitors Risk Improvement Actions Generates Risk Assessment Report 3 4 Solution supported on mobile devices 5 Sensitivity: Internal & Restricted Enables field resources to manage site visits from their mobile devices Helps in reducing the insurance premium cost to be paid by the organization’s client firms by suggesting and monitoring improvement actions for identified risks Blends smoothly with Dynamics 365 Resource Scheduling feature Performs Risk Assessment and Score calculation within minimal timeframe Generates Risk Assessment Report and notifies Firm Owners about the Improvement Actions to enhance risk scores © confidential 2

Overall Process flow Customer Save Report into Share. Point Prepare Report Transfer to Customer Sent Request to Calculate Risk Manager Assign Risk Engineer Request Risk Assessment Share with Manager Calculate Risk Provide Accurate Grades Risk Engineer Ask Target Questions Sensitivity: Internal & Restricted Site Visit © confidential 3

Architecture Work Product Assign Work Product Template Insurance Administrator Generate Assignment Snapshot Save Create New Show Report Export Report Save into Share. Point Report Share with customer Via Mail Sent Request to Calculate Risk Manager Login Select Customer Account New Service Request Fill Line of business details and save Assignment Type Select Service Request Action as Open Launch Request Updated Request sent to Risk Manager New Add Risk Enginee r Assignment s Select Risk Assessment Module Risk Engineer Login Open Assigned Service Request Risk Grading Action Visit Site Ask Target Questions Sensitivity: Internal & Restricted Calculate Risk and submit Provide Accurate Grades © confidential 4

Screenshots Sensitivity: Internal & Restricted © confidential 5

New Service Request For DUCHENNE LIMITED Customer for Risk Analysis This request raised by Risk Manager Input Service Request Details Sensitivity: Internal & Restricted © confidential 6

Generate New Service Request For DUCHENNE LIMITED Customer for Risk Analysis Input Program Details Sensitivity: Internal & Restricted © confidential 7

Generate New Service Request For DUCHENNE LIMITED Customer for Risk Analysis Input LOB and Underwriter/Requester Details Sensitivity: Internal & Restricted © confidential 8

New Assignment For Service Request ID. 00036 Input General Details Sensitivity: Internal & Restricted © confidential 9

New Assignment For Service Request ID. 00036 Input Assignment Handling and Instruction , Milestone Date Sensitivity: Internal & Restricted © confidential 10

Schedule Board for Assignment ID 00028 Book time slot for Risk Engineer for site visit Sensitivity: Internal & Restricted © confidential 11

Schedule Board for Assignment ID 00028 Below Risk Engineer Assigned to Risk Analysis Sensitivity: Internal & Restricted © confidential 12

David Lloyd change booking status as “Travelling” who is Risk Engineer Started to visit customer site for risk analysis Sensitivity: Internal & Restricted © confidential 13

David Lloyd change booking status as “In Progress” David reached to customer site for risk analysis and started analysis Sensitivity: Internal & Restricted © confidential 14

Risk Grading provided by David Below Risk Categories inputs added by David during site analysis Sensitivity: Internal & Restricted © confidential 15

Auto Calculate Risk Grading Score after submitted grade by David After Site Analysis Sensitivity: Internal & Restricted © confidential 16

David Lloyd change booking status as “Completed” Once analysis submitted by David He will change the status as completed Sensitivity: Internal & Restricted © confidential 17

Solution Calculate Total time and cost once booking resource mark status as completed We can check how time spent for risk analysis by David and what is cost ? Sensitivity: Internal & Restricted © confidential 18

Risk Manager Create New Risk Improvement Action For Assignment ID 0028 Sensitivity: Internal & Restricted © confidential 19

Risk Manager Generate Report And Share with Customer Generate Report Sensitivity: Internal & Restricted © confidential 20

Thank You Sensitivity: Internal & Restricted