A comprehensive insurance automation platform spanning sales, policy servicing, partner integrations, and regulatory reporting (2011–2022)

We implemented a comprehensive insurance automation system that unified new business, policy servicing, payments, claims, and finance into a single platform. The solution enabled agents and internal sales teams to sell all lines of business inside the system, while the company website supported direct online sales. A dedicated financial accruals and reporting module produced accurate internal statements and regulator-ready reports. Low-code builders empowered the insurer to configure products, approvals, and claims processes without code changes—shortening time-to-market for new offerings
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Quick Facts:
  • Engagement: 2011 → 2022
  • Client: Universalna Insurance is Part of the global financial group Fairfaxa, Ukraine
  • Type / Platform: Enterprise SaaS-like suite (on-prem first, than in a cloud), Web
  • Team (scaled over time): 4–12 Developers, 1–3 Business Analysts, 2–4 QA Engineers
  • Omnichannel sales: agents, in-house sellers, and company website
  • End-to-end policy lifecycle: quoting → issuance → endorsements → renewals → cancellations
  • Integrations with external distributors and banks
  • Financial accruals module for internal & regulator reporting
  • Low-code builders for products, approvals, and claims workflows
Client Info:

Universalna Insurance is TOP – 10 insurance companies of Ukraine Part of the global financial group Fairfaxa insurer serving nationwide retail and corporate customers.

During 2011–2022 the company invested in a multi-year modernization program to standardize core processes, expand digital channels, and improve reporting accuracy and speed

Challenge:
  • Fragmented sales & servicing: Multiple tools and manual steps across agents, branches, and contact center
  • Limited digital reach: Website lacked robust direct-to-consumer flows and real-time pricing/bind
  • Partner ecosystem growth: Need to integrate with external distributors and bank partners for embedded insurance
  • Financial transparency: Manual accruals and spreadsheet workflows slowed close and complicated filings to the regulator
  • Product agility: Launching new insurance products required developer cycles and lengthy release processes
  • Quality at scale: A decade of expansion demanded regression-safe delivery and testable processes
Solution:
  • Agent and back-office portals for quotation, underwriting rules, policy issuance, endorsements, renewals, cancellations.
  • Central policy record with audit trail and document generation (binders, policies, letters)
  • Website flows for real-time quote → bind → payment, with order tracking and policy e-delivery
  • External distributors & banks: onboarding via standardized APIs, secure data exchange, partner pricing and eligibility checks, and policy issuance callbacks
  • Payment providers and notifications (email/SMS) for premium collection and customer comms
  • Accruals engine aligned to insurance accounting specifics (earned/unearned premium, claims reserves)
  • Period-close automation and reporting packs suitable for internal management and regulator submission
  • Product builder: define coverages, pricing parameters, endorsements, documents
  • Approval workflow builder: configurable rules, SLAs, and routing for underwriting and policy changes
  • Claims workflow builder: FNOL intake, triage, assessments, payments, recoveries, and subrogation stages
  • Iterative multi-year roadmap with domain-driven modules; automated tests across critical flows; release checklists and rollback plans
  • Tech stack (representative across phases): Enterprise web platform with modular services. Java, Spring, MS SQL, RabbitMQ, automated testing (Selenium). Exact components evolved during 2011–2022
Business impact:

Omnichannel growth: Agents, internal sellers, partners, and website operated on a single source of truth—improving quote-to-bind conversion and reducing rework.

Faster product launches: Low-code builders cut time-to-market for new products and endorsements from weeks to days.

Regulatory confidence: Automated accruals and standardized reporting reduced manual effort and filing risk.

Operational efficiency: Integrated workflows decreased cycle times for policy changes and claims handling.

Partner expansion: Bank and distributor integrations unlocked embedded sales channels and cross-sell opportunities.

Team:
  • 4–12 Developers
  • 1–3 Business Analysts
  • 2–4 QA Engineers
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