Hierarchy: Managing Tool for a Financial Institution (BGA)

Abstract

Design a web application post-MVP feature, hierarchy tool, for the new COVR Financial Technologies web app. This web application mainly focus on helping life insurance agents on their daily work, especially managing the current policies they have written. This web application will enable them to maintain the customer relationship and the hierarchy tool will give the agents or the managers the ability to manage the organization, so they can adjust the individual relationship among the organization according to the day to day change in the financial institution, as they change continuously and frequently.

First Name
Pang-Sheng (Harrison)
Last Name
Lai
Industry
Date
Spring 2018