The client needed to find a way to allow its assessors to collate data in the field so as to minimise the omission of items from a risk assessment.

The assessors were to use a handheld device which supported spreadsheet functionality. The data needed to be extracted from the handheld device when at the office in order for all the records to be consolidated. The insurance premium calculations could then be generated.

We were asked to look at the feasibility of this within strict budgetary guidelines.

Our analysis found that there were certain types of risk factors that we could provide as a set of choices for the assessors which would enable them to compile the risk assessment quickly.

By building in a certain amount of base data into the model, we also provided the assessors with the added benefit of being able to give the client an initial quote on-site.

The model was designed so that it would synchronise with the servers at the office when the assessor returned. This allowed them to finThe system was much more customer focussed and the client was clearly pleased that they were now winning business earlier in the quotation stage than before. In addition, they managed to reduce double-working for the assessors, and had a more objective assessment of their clients’ risk. This minimised the risk for the insurer.