About the project

A client from the insurance industry asked us to rewrite its systems in order to introduce comprehensive digitisation and automation of sales processes.

The previous application was based on data entered into a spreadsheet, requiring users to manually upload data into client files or conduct telephone interviews, which did not meet expectations due to its limited functionality.

Industry
Insurance
Expertise
Internal System, Mobile and Web Development
Technologies
  • .NET
  • Rest
  • WebApi
  • Xamarin

Challenges

What did we deal with?

Business challenges:
  • A need to save money and optimise company processes for increased efficiency.
  • Automating processes processes performed by cooperating contractors.
  • Need to rewrite systemsto digitise sales processes and expand into foreign markets.

Business benefits

What applications were proposed to the client?

My-WPA

is an application for individual customers that allows them to choose the insurance customised to their needs and enter their data.

Health Partners

is an internal application aimed at partners, where they can manage clients and issue policies as in My-WPA.

Broker

is a reduced version of Health Partners for insurance brokers.

Renewals

is an application available for customers where they can manage their policy.

API

which is designed to calculate policy prices for pricing calculators.

Expertise

How can we help?

Preparation

The project was preceded by workshops with the various departments operating in the organization, which allowed us to reduce the number of unnecessary steps in the process and add new functionalities.

Design Sprint

We conducted a six-week Design Sprint, during which we changed the prepared skeleton into a prototype.

Sprint Demo

We introduced two-week sprints, followed by a Sprint Demo and business acceptance that allowed production of the solution. The project itself was implemented in the Agile/Scrum methodology.

Production process

The development process was carried out in a CI/CD process with environments set up: Dev, Stage and Prod. This stage was followed by Code Review and testing.

Business benefits

How did we support the client?

We have successfully built a tool that meets the client's expectations and ensures consistency in the brand image. In addition, we created a system that is transparent for users and uses understandable language.

Thanks to the option to check the price on the website and the launch of online payment, conversion has improved and the self-renewal function has reduced the cost of handling renewals.

Business benefits

Business benefits

This application has become part of the overall customer service ecosystem
Simplified customer service by partners and brokers
Increased number of customers sourced from the website
Reduced cost of servicing renewals through the ability to self-renew the policy

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