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Overview
The client is a leading global insurance organization. It is a US-based Fortune 500 Company with operations in more than 80 countries and jurisdictions. The client provides a wide range of property & casualty insurance, life insurance, retirement solutions, and other financial services that help businesses and individuals.
Challenges
The implementation was large, complex and required a detailed strategy and portal implementation roadmap. Some key challenges were as follows:
- The data and information required by agents / brokers were spread across multiple systems, which had to be unified and delivered to the users contextually as a holistic digital experience solution.
- The portals had to cater to the information and collaboration requirements of varied groups of users with different needs. We had to find a common theme for information aggregation, delivery and collaboration.
- A consistent user experience suitable for different user groups had to be developed for a digitized broker experience.
- The entire model for governance, best practices and management of the portal infrastructure and implementation had to be put in place.
- As part of the IT refresh, content and data spread across multiple silos were to be identified, consolidated and delivered through the portal interface.
- Enable secure and unified transaction management across 40 applications (account management, payables and billing tracking, claims tracking, renewals etc.).
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