Our Solution

Envisioned Product

Our team is producing a web based client communication portal that will enable State Farm agents to robustly search through their list of clients using a search bar interface as well as providing a digital map to allow agents to view and select clients based on their location. This project was created because State Farm agents can not easily and quickily send messages to their clients. Currently, if a State Farm agent wants to send a message to a single client or a group of clients, the agent needs to find the clients contact information in their currently non-interactive list of clients and manually enter each clients contact information into an email or text message. This is extremely tedious if the agent wants to send a message to multiple clients quickily. Besides being able to send notifications to clients, our web app will also allow agents to send messages to clients on specific dates or at recurring intervals such as every week, month, or year. The emphasis of our project is the implementation of a digital mapping system that will allow agents to view their clients on a map where each client is represented as a pin. This allows agents to view their clients based on their geographic location and send relavent notifications to clients in case of natural disaster or extreme weather.

Key Features

Digital Mapping System

The most important feature of our solution is the implementation of a digital mapping system that will display an agent's clients based on each clients location. There will be a single map on our site that will take up a large portion of our dashboard page. Agents will be able to see all of their clients on this map or agents can choose to use the search bar to filter what clients appear on the map. Agents will also be able to drag their mouse around any number of clients to select them to send notifications as well.

Here is an example of the draw to select feature that a State Farm agaent would be able to utilize in order to select a specific subset of clients based on their exact geographic location.

This is an exmaple of what the dashboard looks like.

An agent can draw around any number of client pins on the map in order to select them.

Our team and sponsers envision this digital map to be used by State Farm agents to send relevent notifications to their clients in case of extreme weather or natural disaster. For example, an agent could be driving home one evening and here on the radio that their is a huge thunderstorm that is going to hit North Phoenix. The concerned agent could then log into our web application and see if any of their clients live in North Phoenix. If the agent has clients that live in that area, they could send a text or email giving their clients a heads up that a storm is about to hit their area. This could saved many clients inconveinces and extra costs which they might inccur without getting a warning ahead of time from their agent.

Search Tools

In addition to the digital map, our web app will allow agents to search through their list of clients using attributes such as age, location, policy type, and any other attribute made available from State Farm databases. This means an agent can type in a search query into a search bar and relevant clients will be displayed to the agent. Any search an agent makes for clients using the search bar can be saved and rexecuted at any time. Agents can also select clients from their search results and put those clients into a named subset which the agent can then select at any time to access each client in the subset without having to search again for each client.

Key Features of Our Solution

A State Farm agent’s client information will be provided by State Farm databases.
Each agent will have their own user account with username and password.
Agents will easily be able to send notifications to 20 or more clients in under 5 minutes.
A digital map which will allow agents to use their mouse to draw an area on the map to select a group of clients to notify.
A search bar interface that can search through an agent's client list using any attribute provided by State Farm databases such as age, location, policy type, or birthdate.
An agent will be able to construct a group notification using the search interface and the digital map.
Group clients into a subset that can be selected to easily send notifications to groups of two or more clients. For example, agents could create a veterans client subset so that on Veterans Day or related holidays, agents could select the subset to send a notification to.
Send automated messages to specific clients or subsets.

System Architecture

Our web application is going to use Django as our backend framework as well as MongoDB as our site database. We plan on using the javascript library Leaflet to create an interactive digital map for agents to use. To ensure our site is responsive with modern styling we will use Bootstrap as our front-end framework.