Unified CRM and accounting-integrated insurance platform with automated bonus management
The project delivered a unified insurance management platform integrating CRM, accounting, and financial modules. It enabled streamlined policy servicing, improved customer relationship management, and automated the bonus system for agents and partners. The platform was designed to ensure full synchronization between insurance operations and the company’s accounting systems, enhancing both transparency and operational speed
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Quick Facts:
  • Engagement: 2015 → 2024
  • Client: Insurance Company Oberig, Ukraine
  • Key scope areas: Integration with accounting software; Development of a full-featured CRM module; Automation of agent bonus tracking and calculation;
  • Team: 8 Developers
Client Info:

Insurance Company Oberig was a Ukrainian insurer focused on retail and SME segments. Between 2015 and 2024, the company invested in core business automation to strengthen customer retention, simplify financial processes, and ensure compliance with local reporting requirements. In 2024, the company made a strategic decision to exit the market, concluding the project’s lifecycle

Challenge:
  • Disconnected systems for sales, accounting, and customer management
  • Manual agent bonus calculations causing delays and errors
  • Lack of centralized client data for sales and support teams
  • Need for better financial control and integration with external accounting software
Solution:
  • CRM Module Development: Designed and implemented a centralized CRM to manage customer profiles, policy history, and communication logs
  • Accounting Integration: Built two-way synchronization with the company’s accounting software, enabling automatic financial entries and real-time data exchange
  • Bonus Automation System: Created a configurable module that calculated and tracked bonuses for agents and partners based on predefined business rules
  • Unified Platform: Consolidated sales, service, and finance operations into one web-based environment with secure user roles and audit trails
  • Technology & Delivery: Implemented on a modular architecture using Java and Spring frameworks, MS SQL database, and integrated APIs for accounting and notification services
Business impact:

Eliminated manual bonus management, saving significant time each quarter

Improved accuracy and speed of financial reporting through accounting integration

Enhanced customer service with centralized CRM data

Reduced administrative workload, enabling staff to focus on sales and support activities

Achieved smoother period closing and audit readiness

Team:
  • PB/BA
  • 8 Developers
  • 3 QA Engineers
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