Enhancing the Efficiency of a Client Policy Information Portal
A self-service portal made policy information and related client-service workflows easier to access and manage.
InsurancePlatform solutions
service contextOperating challenge → Primus delivery → Client value
01 / Business challenge
The operating context
Primus designed and developed a portal for account managers to locate and access specific client policy instructions quickly. The application was designed and developed from the ground up to replace a legacy Lotus Notes application.
02 / What Primus delivered
A solution shaped around the client’s operating need.
Comprehensive Search: Empowering account managers to locate specific client policy instructions swiftly. Account Executive Self-Service: Granting account executives self-service capabilities for increased autonomy. Notifications and Messages: Facilitating real-time notifications and messaging for improved communication. Document Management: Streamlining policy-related information storage and retrieval with a robust document management system. NLP Search: Harnessing Natural Language Processing (NLP) for advanced and intuitive search functionality. Template Builder: Enabling account managers to create policy documents with an easy-to-use template builder.
03 / Project detail
The work, methods and business value.
The sections below preserve the substantive detail from the original Primus case study in the new presentation.
01
Engagement overview
Primus designed and developed a portal for account managers to locate and access specific client policy instructions quickly. The application was designed and developed from the ground up to replace a legacy Lotus Notes application.
02
BENEFITS
Comprehensive Search: Empowering account managers to locate specific client policy instructions swiftly.
Notifications and Messages: Facilitating real-time notifications and messaging for improved communication.
Document Management: Streamlining policy-related information storage and retrieval with a robust document management system.
NLP Search: Harnessing Natural Language Processing (NLP) for advanced and intuitive search functionality.
Template Builder: Enabling account managers to create policy documents with an easy-to-use template builder.
03
TECHNOLOGIES
The development of this portal was reliant on key technologies, including C#/.NET for a secure and scalable platform, AWS for flexible cloud infrastructure, and a blend of Mulesoft, Denodo, and Collibra for advanced data integration. Machine Learning (ML) and Natural Language Processing (NLP) empower a chatbot, while integrated voice capabilities expand communication options.
04
PROCESSES
Agile Kanban: We employ Agile Kanban for flexible project management, ensuring adaptability to evolving needs.
User Stories: Capturing precise user requirements and translating them into the application's design and functionality using the User Stories methodology.
04 / Business value
How the work improved.
01Comprehensive Search: Empowering account managers to locate specific client policy instructions swiftly.
