Fast, mobile-first insurance platform for online policy applications and agile tariff management
We developed a digital insurance platform enabling Insurance Company Ultra to process online policy applications in real time while providing agents and customers with seamless web and mobile experiences. The system empowers the company to rapidly launch new products, adjust tariffs dynamically, and ensure consistent data across the CRM and operational systems
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Quick Facts:
  • Real-time online policy application processing
  • Unified web & mobile interfaces for agents and customers
  • Flexible tariff and product configuration engine
  • Deep CRM integration for lead, policy, and customer lifecycle management
Client Info:

Insurance Company Ultra is an insurer serving both retail and corporate customers. In 2024, the company initiated a digital transformation project focused on modernizing its policy sales and servicing ecosystem through automation, mobility, and customer-centric interfaces.

Challenge:
  • Manual and time-consuming policy application and approval workflows
  • Limited mobility for the agent network, slowing field operations
  • Rigid pricing configuration requiring developer input for every update
  • Lack of centralized CRM integration causing duplicate data and inefficiencies
  • Growing demand for seamless online quoting and purchasing experiences
Solution:
  • Web & Mobile Portals: Unified online workspace for customers and agents, enabling quote, bind, and policy management anytime, anywhere
  • Fast Online Applications: Real-time quote calculation and underwriting decisioning through automated business rules and integration with external data sources.
  • Flexible Tariff Engine: Low-code configuration of insurance products, tariffs, and underwriting parameters, reducing time-to-market for new offerings
  • CRM Integration: Bi-directional sync with CRM for leads, customer data, policies, and communications
  • Agent Mobility: Native mobile app with offline mode for field operations, ensuring full functionality in low-connectivity environments
  • Security & Performance: Role-based access, audit trails, and optimized backend services for rapid response and regulatory compliance
Business impact:

70% faster online policy application processing due to automation and real-time validation

Enhanced agent productivity through mobile-first tools and access to live CRM data

Increased sales conversion from improved digital UX and immediate policy issuance

Reduced operational overhead thanks to configurable tariffs and minimized manual intervention

Accelerated go-to-market for new insurance products and updates

Team:
  • 1 Business Analyst
  • 4 Developers
  • 1 QA Engineer
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Looking to accelerate your digital insurance operations with fast online applications, flexible product configuration, and mobile-enabled agents?
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