Case Studies

The challenge
The client's offices in different locations used diverse methods and applications for carrying out business processes like underwriting, policy management, claims management, etc. The result was fragmented data on multiple applications that required a significant level of manual intervention, This, in turn, led to human error, reduced productivity, increased turnaround time and employee dissatisfaction.

The solution
To improve performance and agility, our client decided to consolidate applications across offices with standardized packaged software that would support all core business functions.

As a strategic partner, we have played a crucial role in the entire standardization process. This includes requirements gathering and gap analysis, defining configuration and customization needs, product configuration, integration, testing, quality assurance, data conversion, generation of custom reports, user training and post-implementation support.

We also developed websites for each program and integrated them with the product in order to capture application data on the website.

The new system supports the following core functions:

• Customer Relationship Management (CRM)
• Application Creation
• Policy Marketing - Rate, Quote, Quote Comparison
• Policy Generation
• Document Generation
• Notes & Diary Maintenance
• Claims Management
• Accounting
• Production Tracking
• Standard Reporting

The benefits

• Our robust project management capabilities helped define a planned approach for program implementation.
• Extensive process documentation resulted in faster turnaround of all project deliverables
• Our domain expertise meant that we were able to quickly and efficiently gather requirements as well as provide business user training. In fact, our training modules help to train a person with no product experience in just 1 week. This has also helped reduce our client's dependence on the product vendor.
• The program implementation cycle was reduced by almost 50%, leading to increased employee productivity and customer satisfaction.
• We have now established an Extended Delivery Center (EDC) for this client