Showcase of PoLZy with FastOffer, User/Organization-Management and Policy change business transactions.

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README.md

PoLZy Showcase

This is a showcase of PoLZy - the simple Policy Lifecycle application for auto and P&C insurance companies.

It includes full test data for policies, fast offer and shows most of the functionalities of user and organization management.

In case you want a Demo or discuss, how PoLZy can help your company to attract more new business and reduce overhead costs in administration do contact us now: info@buhl-consulting.com.cy.

Installation

From repository:

Install Showcase-Backend

  • git clone https://gogs.earthsquad.global/athos/PoLZy_Showcase
  • cd PoLZy_Showcase
  • create virtual environment, e.g. like this
    • virtualenv venv
    • source venv/bin/activate (on Mac/Linux) or venv/scripts/activate (on windows)
    • pip install -r requirements.txt
  • Start the backend:
    • runbackend.sh (on Mac/Linux) or runbackend.bat (on Windows)

Install PoLZy Frontend

You need to have node package manager installed for the frontend to run. Visit https://nodejs.org/en/ to install the package for your operating system.

  • git clone https://gogs.earthsquad.global/athos/PoLZy
  • cd PoLZy/polzy-frontend
  • npm install
  • npm start

This will open a new browser tab directing you to http://localhost:3000

Via Docker

After downloading the repository use this sequence of commands to run the docker container:

Development Mode

  • docker build --no-cache . -t polzy/polzy_showcase:latest (Depending on your machine this may run quite long. The image is not optimized for production. The focus was to create a single image to run the showcase as simple as possible)
  • docker run -p 3000:3000 -p 5000:5000 --name polzy_showcase -dit polzy/polzy_showcase:latest

Production Mode

  • cd dockerized (go to folder dockerized)
  • docker-compose build --no-cache
  • docker-compose up -d

These commands will download latest versions of PoLZy and the Showcase app. After the container(s) are up and running you can open a browser on your local PC and point it to http://localhost:3000. You'll be ready to start using PoLZy-Showcase.

Use the online demo instead

If you just want to use the Showcase without installing anything you can go to https://polzydemo.buhl-consulting.com.cy and see the installed Showcase application there. Warning: The installation is completely overwritten every night - so better don't invest in creation of complex test data.

Usage

Login to http://localhost:3000 and use these usernames to see different layouts and functionalities depending on the role and authorization of the user:

  • admin@polzy.com: Full administration, also of all organziations and users
  • agent@polzy.com: Opens directly with a Fast offer, ready to calculate
  • clerk@polzy.com: Opens directly in Policy view. No option for calculating fast offers

Usage of Policy view:

Usually you would connect PoLZy to your policy management system. For the Showcase we simply created a JSON datastore. You can see it in pms/data/policies.json. You can try with all policy numbers and see different representations of the policy in the UI.

In a real implementation you'd also see different Activities for each policy, depending on the product and current state. The logic, which activities are possible (and allowed for the current user) along with the logic, which input parameters are needed for an activitiy can be implemented either in PoLZy or in your policy management backend system.

Here some policy numbers for you to try:

  • AS-12345
  • JG-48470
  • GL-21870

Usage of fast offer view:

When you're logged in with either admin or agent you can calculate a fast offer. In this example of an auto insurance the agent has to provide some technical parameters (which would usually be relevant for the calucation in the policy management system). After all required parameters are filled in, the system will automatically calculate the premium.

Once the premium is calculated there's a new activity button in the card to print the pricing information along with the technical parameters.

To send the application to underwriters or directly into the policy management system click Create Policy.