Mejorar el proceso de conciliación de comisiones pagas por las aseguradoras, en el área de cartera

Abstract

Aon Colombia S.A is a global company that offers consulting services in insurance, reinsurance, outsourcing and human resources. It was established in Colombia in 1996, and over time it has become the second-best insurance broker in the Colombian market. It is a company that is at the forefront and seeks to optimize its resources using new technologies and the constant training of its employees. Being a global company, it allows the processes implemented in a country to be developed in the region or worldwide; thus, achieving standardize its processes through the synergy of different people and tools. The professional practice was carried out in the portfolio area, focused on the process of reconciling commissions paid by insurers, for the concept of sale of policies. Within this process was the review of each commission per policy and thus detect errors that may arise for different reasons, whether it was due to a lower or higher payment value, or other inconsistencies that could be found; After the review, legalize the company's system and purify what is known as the commission portfolio, thus seeking control over the provision of this portfolio. According to the process carried out throughout the practice, it is evident that the same process is executed with the validation of the commissions for each insurer, however, it is also evident that there is no standardization and control of this validation, which prevents you from having the same treatment with all commissions, reports can be generated and thus being able to standardize the process.