Design EZ is a business collaboration platform that innovatively improves the work of insurance agents and efficiently manages design requests between agents and primary insurers.

【Core Values】

✓ Time Reduction: Systematizes design requests that were previously exchanged via phone or messenger to increase processing speed.

✓ Transparent Management: Collects assignments, history, comments, and attachments in one place to reduce communication gaps and differences in interpretation.

**Design EZ** 【Key Features】

Design Request Management

• Request Creation: Simultaneous requests to multiple insurance companies (depending on organization settings)

• Assignment: Assignments reflecting manager status, workload, and management scope

• Progress Management: Comments (public/private), attachments, history

• Completion Processing: Design number, result file, and approval flow (depending on organization policy)

Organization and User Management

• Hierarchical Organization: GA/Insurer Headquarters → Business Unit → Branch

• Role-Based Permissions: Designer, Manager, Administrator, etc.

• User: Account, Role, and Affiliation Management

Notices

• Creation and approval of notices by organization

• Sending to designated target organizations/branches

• Viewing and sending history

• Notifications: Only channels actually provided, such as app push notifications, are listed. Availability of KakaoTalk and SMS notifications may vary depending on integration, settings, and permissions.

Assistance for Consultation and Design Tasks

Depending on organization, role, and product settings, a screen may be provided where reference information necessary for the design and review process can be viewed and organized. The displayed items and scope of use follow the policies and terms and conditions of the subscriber company and the primary insurer. The final responsibility for product selection, eligibility for subscription, and business judgment lies with the responsible agency and personnel.

Fire Insurance Design Assistance

• Building Register lookup and information input assistance

• Reference to subscription types based on industry, etc.

• Business input assistance and history management for special riders, insured values, etc.

Internal Requests

• GA internal requests (General Affairs ↔ Planner)

• Status tracking and completion processing

Manager Status

• Work status (Duty, Training, Vacation, Absence, etc.)

• Designation of substitutes and return processing

• Status change notifications

【Target Users】

• Insurance Planner: Confirmation of requests, progress, and completion

• Primary Insurer Manager: Processing assignment requests, comments, and attachments

• Agency/Primary Insurer Administrator: Status, approval, assignment, and organization management

【App Features】

✓ Offline: Limited use of certain screens and functions may occur when the network is unstable (not all functions are offline).

✓ Notifications: Major events such as request/status changes (depending on settings and permissions).

✓ UI: Workflow-centric screens with Korean labels.

✓ Mobile: Screen layout tailored for fieldwork and on-site operations.

【Example of Usage Flow】 Designer requests design from multiple primary insurers after consultation → System assigns a manager → Manager communicates via comments and attachments → Designer checks and approves results after completion → Track the entire process via history. Manage design collaboration faster and more consistently with Design EZ.

Design EZ does not provide diagnosis, treatment, medical consultation, telemedicine, prescription, disease management, or emergency medical services. This app is not a medical device and does not diagnose, treat, cure, or prevent diseases.

【Inquiries】 In-app customer inquiries or support@sgez.co.kr