OpenQuote Open source and web based insurance quotation solution which allows quotes to be produced, and products maintained, over the web
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quote maintenance produce quote producer insurance quotation product maintenance

OpenQuote Description

Open source and web based insurance quotation solution which allows quotes to be produced, and products maintained, over the web Any number of products can be configured to support any line of business via externalised product definitions and rules.OpenQuote can be configured to work for any line of business, it uses business rules (risk evaluation and rates) that can be set up in a Microsoft Excel spreadsheet. Many different insurance products can be run and controlled from OpenQuote at any one time.The system can be made available to brokers and proposers, quotes can be made and saved for the broker or proposer to return to at a later date.OpenQuote can keep the Underwriter informed about all quotations and when they are accepted and issue quotation documentation to the broker or proposer.Processed quotations and accepted quotations can be packaged up as an xml message for policy administration systems to use, this provides a mechanism to help automate transition from quote to policy.Technical Summary:· J2EE server side system (Java 2 Enterprise Edition)· MySql database· Alfresco document management· JBoss application server· JBoss Portal for user interface presentation· Drools rule engine for business rules (rating, validation, risk assessment etc.)· FOP (Formatting Objects Processor) document production (Quotation PDF)· Web browser accessed user interface · Operating Systems: OS X, Windows, Linux, Solaris, Unix compatible Here are some key features of "OpenQuote": · Reduce time to bring new products to market · Lower cost of product creation · Improve consistency of client interaction · Reduce cost of product ownership and management · Empower business users to easily prototype products · Enable business to quickly react to market trends · Allow business to explore new lines of business · Produces insurance quotations · Fully web enabled · Handles multiple lines of business simultaneously · Handles multiple insurance products simultaneously · Spreadsheet configured risk evaluation rules and rates · Handles broker and direct to market sales · Quotes are saved for later review/take up by proposer · Produces and issues quotation documentation · Informs underwriter when quotes are generated and accepted · Automatic screen generation · Product inheritance for faster time to market · XML to aide policy administration system integration What's New in This Release: · Improvement OQ-142 Community installation doesn't identify build number · Improvement OQ-139 Case conversion in rules · Improvement OQ-136 The Clause type's constructor options are too limited · Improvement OQ-135 Sandpit does not capture/display rule compilation errors · Improvement OQ-128 "Project Resources" portlet refers to old resources · New Feature OQ-131 Add supportfor hiding questions in a page flow · New Feature OQ-130 Mobile phone number field needed on proposer · New Feature OQ-129 Quotation portlet support for other mime types · New Feature OQ-127 Hide AIL.Base from the sandpit menu · New Feature OQ-126 Add radio button and checkbox support for AttributeFields · New Feature OQ-125 Add support for Drools XML rules · New Feature OQ-124 Sandpit product switches lead to a blank page · New Feature OQ-123 Example needed of cross field validation on pageflow submit · New Feature OQ-122 Improve sandpit exception trapping. · New Feature OQ-121 Specialize Proposer into CommercialProposer and PersonalP... · New Feature OQ-120 Create an "admin" user to replace "adam". · New Feature OQ-118 Support use of ${} variables in pageflow questions. · New Feature OQ-117 Support use of limited HTML markup in note attributes. · New Feature OQ-116 Improve modeling of Excess in the insurance project. · New Feature OQ-115 Add concept of Clause to insurance model. · New Feature OQ-114 WSRP Portlets · New Feature OQ-112 Redesign portal home page · New Feature OQ-108 Range rule support for max · New Feature OQ-107 Clause handling · New Feature OQ-106 Multi currency and multi language support · New Feature OQ-103 Additional sample products · New Feature OQ-101 Quote exception tracking · New Feature OQ-98 Quote Document Creation · New Feature OQ-80 Context sensitive online help · New Feature OQ-79 Unified login · Bug OQ-141 Session crosstalk · Bug OQ-140 quote/requote buttons do not work from WSRP with Xforms · Bug OQ-134 Choice lists don't populate correctly from types · Bug OQ-133 Slave dropdowns not being populated correctly · Bug OQ-50 Sandpit portal page has wrong footer · Bug OQ-49 DroolsXMLAccessor does not fire rules · Bug OQ-48 Recursive directories are created by CMS · Bug OQ-47 Product URL handler should deal with ticket timeout · Bug OQ-46 Commercial Proposer screen looks odd on IE · Bug OQ-45 Javascript and IE · Bug OQ-44 CoreProxy does not honor specified security principal · Bug OQ-43 Sandpit page doesn't show "powered by OpenQuote" footer · Bug OQ-42 Ant setup fails on Windows. · Bug OQ-41 Teardown errors on a second run. · Bug OQ-40 Marked-up text isn't shown in documents · Bug OQ-39 MySQL 5 script error · Bug OQ-37 Duplicate users not handled well

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