Front-office sales automation platform for an insurance provider
We delivered a web-based front-office application that standardized and automated Alcona’s insurance sales processes across branches and agents. The system provides a unified workspace for selling key insurance products, guiding sales staff from customer onboarding through quote, underwriting checks, and policy issuance. Centralized data storage and configurable workflows reduced manual work, improved data accuracy, and created a solid foundation for future digital initiatives.
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Quick facts
  • Project: Front-office system automating insurance sales processes
  • Timeframe: 2007–2008
  • Client: Insurance Company Alcona
  • Scope: Agent workspace, product catalog, quoting, policy issuance, basic CRM
  • Team: 1 Project Manager, 1 Business Analyst, 3 Developers, 1 QA Engineer
  • Tech Stack: Java, Tomcat, JSP, MySQL
Client info

Insurance Company Alcona was an insurance provider serving individual and business customers in its domestic market. The company offered a mix of retail and corporate insurance products and operates through a network of in-house sales teams and external agents. Prior to the project, Alcona relied heavily on paper-based workflows and spreadsheets to manage its front-office sales activities

Challenge
  • Manual sales workflows: Sales staff relied on paper forms and email to collect customer data, calculate premiums, and prepare policy documents, leading to frequent rework and delays
  • Fragmented customer information: Client and policy data were scattered across spreadsheets and local databases in different branches, making it difficult to get a complete view of customer history
  • Inconsistent pricing and underwriting checks: Sales teams used ad-hoc rules and outdated product information, which caused pricing errors and inconsistencies in underwriting decisions
  • Slow policy issuance: Moving from initial request to a signed policy required multiple handoffs and manual data entry, extending turnaround times and increasing the risk of mistakes
  • Limited reporting and visibility: Management had no real-time view of sales performance, product mix, or pipeline, making planning and forecasting difficult
Solutions
  • Unified front-office portal: Single web-based application for branch employees and agents; Role-based access (sales, supervisor, underwriting assistant, etc.); Configurable dashboards with key performance indicators and task lists
  • Product catalog and quotation engine: Central repository of insurance products, coverages, and pricing parameters; Guided quote creation with validation of required data and risk parameters; Automated premium calculation using configurable rating formulas; Support for add-ons, discounts, and campaign-specific pricing rules
  • Guided sales workflows: Step-by-step sales process: prospect → quote → proposal → policy issuance; Embedded business rules to enforce mandatory fields and underwriting checks; Integrated document generation for proposals and policy documents from templates
  • Customer and policy data management: Centralized customer profiles with contact information and interaction history; View of active and historical policies per customer; Search and filtering by customer, product, branch, and status
  • Basic reporting and monitoring: Operational reports for daily sales activity, pipeline, and issued policies; Export of data for further analysis and management reporting
  • Technology and architecture: Web application built with Java and JSP deployed on Apache Tomcat; MySQL database as the central data store for customers, products, and policies; Modular design to allow future integrations with back-office and accounting systems
Technologies
Apache Tomcat
Java
JSP
MySQL
Business impact

The new front-office system helped Alcona reshape its sales operations and prepare for further digitalization:

  • Faster quote and policy issuance
     Standardized workflows and automated calculations significantly reduced the time from initial customer request to issued policy.
  • Improved data quality and consistency
     Centralized data entry and validation rules decreased manual errors and removed many of the inconsistencies between branches.
  • Better control over pricing and underwriting
     A single source of product and pricing rules minimized deviations from approved tariffs and ensured that underwriting checks were applied systematically.
  • Increased transparency for management
     Managers gained a clearer view of sales activity and pipeline, supporting more informed decisions on products, campaigns, and resource allocation.

Foundation for future integration:
 By consolidating front-office processes into a single web system, Alcona created a stable platform for later integration with core insurance, finance, and online channels.

Team
  • 1 Project Manager
  • 1 Business Analyst
  • 3 Developers
  • 1 QA Engineer
Looking to modernize your insurance sales operations with a unified front-office platform, faster quoting, and cleaner data?
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