Mini Case Study 2
Manajemen Investasi Teknologi Informasi
Grup MITI Kelompok 3
Muhammad Ghozy Ul-Haq 1906337425
Pradio Eka Putra 2006621354
Husain
A large insurance company has a thousand strong field force of sales
executive, who sells a wide range of policies, insurance investment,
etc. It is considering equipping the executives with Notebooks and
software package to allow them to simulate insurance policy
directly to prospecting client, store data, and report electronically to
Head Office.
The Case
Our group will using real-case from PT Asuransi Allianz Utama
Indonesia* which implemented similar case that equipped their
sales executive with iPad and application :
Allianz Discover in 20151 & Expert Underwriting System in 20172
*informasi berikut adalah informasi public yang terdapat di website maupun laporan tahunan perusahaan kepada public sebagai
perusahaan terbuka
Process Improvement
Process During Selling
Improvement
Before After
• The sales only able to sell current • The sales able to create custom tailored
products and simulate based on sample. product based on the customer needs
• The custom product created for customers including the payment and add-on
need to be approved before offered to riders product.
customer. • The product simulated is always
• Need to bring brochure and product approved.
explanation. • All product information is in the app,
• More difficult to sell product. with rich media involved, it is easier to
sell the product.
During Submission
• All document need to be signed in paper • All document can digitally sign.
and sent to HQ office for review. • Review process will take 5 minutes.
• Review process will take 4 working days.
Following Kerangka Manfaat Bisnis TI Generik (Ranti, 2008)
Sub-kategori Kode Details
Biaya Pertemuan RCO-04 Less Meeting to Sales
ratio
Biaya Perjalanan RCO-02 Follow up sales can be
done via Zoom.
Reducing Corporate
Cost Saving / travel up to 76,38%3
Avoidance Biaya Cetak dokumen
dan ATK
RCO-10 Presentation and
document all available
in electronic formats.
Reduce the paper up to
39,2%3.
Biaya Kegagalan RCO-15 During the evaluation
Layanan period, it is easy to
change the Insurance
contract.
Following Kerangka Manfaat Bisnis TI Generik4
Sub-kategori Kode Details
Meningkatkan IRE-05 More products and
pendapatan lain-lain personalization can be
offered to customer.
Meningkatkan IRE-01 Reach more customers.
Increase kapasitas bisnis Increase product sales.
Revenue Meningkatkan
kepercayaan pelanggan
IRE-03 Through STP, the
Insurance contract can
be approved within 5
minutes5.
The company strategy to equip their sales executive with iPad and simulation
software are proven to increase company sales and revenue as explained in table
below.
Allianz
Business
Performance
Source : PT Asuransi Allianz Life Indonesia Annual Report 20205
Reference
Process
Improvement
1AllianzIndonesia., 2016. Allianz Indonesia Annual Report 2015. [report] Available at:
<https://www.allianz.co.id/content/dam/onemarketing/azli/wwwallianzcoid/layanan/informasi-nasabah/download/laporan-kinerja-
dana-investasi-allianz/allianz-ar-2015_web.pdf> [Accessed 7 March 2022].
2AllianzIndonesia., 2018. Allianz Indonesia Annual Report 2017. [report] Available at:
<https://www.allianz.co.id/content/dam/onemarketing/azli/wwwallianzcoid/layanan/informasi-nasabah/download/laporan-kinerja-
dana-investasi-allianz/allianz-ar-2017_web.pdf> [Accessed 7 March 2022].
3AllianzIndonesia., 2021. Allianz Indonesia Sustainibility Report 2020. [report] Available at:
<https://www.allianz.co.id/content/dam/onemarketing/azli/wwwallianzcoid/tentang-kami/finansial/laporan-
tahunan/allianz_2020_sr_utama.pdf> [Accessed 7 March 2022].
4Ranti,
B. (2008). Identification of Information Systems/Technology Business Values with Hermeneutic Approach: Cases in Indonesia.
Doctoral Dissertation, Faculty of Computer Science, University of Indonesia.
5AllianzIndonesia., 2021. Allianz Indonesia Annual Report 2020. [report] Available at:
<https://www.allianz.co.id/content/dam/onemarketing/azli/wwwallianzcoid/layanan/informasi-nasabah/download/laporan-kinerja-
dana-investasi-allianz/allianz-ar-2020_web.pdf> [Accessed 7 March 2022].
