Boat Insurance Case Study 
Question 4 (Two Points)
Prepare a first draft BPMN diagram that shows the Boat Sales Insurance Process. Be clear about how the customer interacts with the Insurance Company.
Reading 5
In working up the BPMN flow diagram, you will notice that there are several occasions where the Registration Clerk has to update policies. As this occurs often, it’s important to get it right, so the BPM team decides to define this specific process in more detail. To do this, they interview the supervisor of registration clerks and several actual clerks. They also watch the registration clerks perform updates. Here are the notes they came up with.
Customers often provide information about updates – usually hand written on statements that are returned with payments, but occasionally included in separate letters. Or the customer talks with an agent who sends an email to the registration department. Each request must be evaluated. In essence, most requests are routine – a name has been misspelled or the customer has moved from one address or another. On the other hand, some requests involve basic changes in the policy. If a customer sells a boat and buys another, then one policy must be canceled and another initiated. Similarly, the insurance is only valid for an Ohio residence, as it is always interpreted under Ohio law. A client can use or even dock his or her boat anywhere, as long as his or her residence is in Ohio, but a client that moves from Ohio to Indiana will necessarily need to cancel his or her existing policy and get new insurance in Indiana. If the registration agent(Clerk) determines that a proposed change is a “policy changing change,” the agent refers the request to the claims adjuster who notifies the agent that the policy has changed or must be rewritten or canceled. Assuming the clerk determines that the change is legal and can be made, the clerk accesses the Boat Insurance Application and calls up the customer record – by entering the
Prepare a first draft BPMN diagram that shows the Boat Sales Insurance Process. Be clear about how the customer interacts with the Insurance Company.
Reading 5
In working up the BPMN flow diagram, you will notice that there are several occasions where the Registration Clerk has to update policies. As this occurs often, it’s important to get it right, so the BPM team decides to define this specific process in more detail. To do this, they interview the supervisor of registration clerks and several actual clerks. They also watch the registration clerks perform updates. Here are the notes they came up with.
Customers often provide information about updates – usually hand written on statements that are returned with payments, but occasionally included in separate letters. Or the customer talks with an agent who sends an email to the registration department. Each request must be evaluated. In essence, most requests are routine – a name has been misspelled or the customer has moved from one address or another. On the other hand, some requests involve basic changes in the policy. If a customer sells a boat and buys another, then one policy must be canceled and another initiated. Similarly, the insurance is only valid for an Ohio residence, as it is always interpreted under Ohio law. A client can use or even dock his or her boat anywhere, as long as his or her residence is in Ohio, but a client that moves from Ohio to Indiana will necessarily need to cancel his or her existing policy and get new insurance in Indiana. If the registration agent(Clerk) determines that a proposed change is a “policy changing change,” the agent refers the request to the claims adjuster who notifies the agent that the policy has changed or must be rewritten or canceled. Assuming the clerk determines that the change is legal and can be made, the clerk accesses the Boat Insurance Application and calls up the customer record – by entering the