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Legacy Billing System Modernization for Life Insurance Company

Services Covered:

Custom Software Development • Application Integration • Software Maintenance and Support
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Industry
Industry

Financial Services

Duration
Duration

106 months

Budget
Budget

Confidential

Client Size
Start Date

1 October 2017

Team Size
Team Size

1-5 Employees

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
80/100
Strong

Project Capability Score (PCS) estimates how capable Beyond Key is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

ShelterPoint Life Insurance

mapNew York City, United States of America

Project Summary

Beyond Key Systems modernized a legacy payment collection and money-application system for a life insurance company by reviewing existing C code, rewriting the codebase, and adding features to streamline billing workflows. They integrated the system with a document management platform, implemented validation and reporting features, and the solution increased internal efficiency while being delivered using Agile methods.

Key Challenges

  • Upgrade a legacy payment collection and money-application system
  • Provide a web-based platform to handle an anticipated new line of business
  • Deliver a convenient UX so billing staff can manage premiums quickly and accurately

Project Deliverables

  • Rewritten codebase (from legacy C)
  • Web-based billing/payment application
  • Integration with document management platform
  • User-facing validation and warning features
  • Integrated reports for decision support
  • Run-time performance analysis

Project Solution

The vendor reviewed the existing C code, documented workflows, and identified improvements before defining the project plan and resource estimates. They rewrote the program code to comply with current business rules and validations, integrated the system with the client's document management platform, implemented validation/warning mechanisms for questionable sums, produced integrated reports, and ran performance analysis to tune the system.

Project Outcome

  • Internal stakeholders praised the new system for increased efficiency
  • The business received external recognition from an industry publication
  • The project was completed ahead of schedule, enabling addition of extra features
  • Project management using Agile/Scrum met deadlines with no major errors

Platforms

  • WebWeb

Tech Stack

  • CC

Client Endorsement

Overall Review Rating

4.75star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The team’s excellent communication style and technical expertise allowed them to complete the project ahead of schedule. The efficiency of the new platform has earned positive feedback from internal stakeholders.”

Piyush Richhariya

Director of IT

Note: This endorsement is based on publicly available client feedback from external review sources.