endorsedCompletedHealth Insurance Sales Platform for Brocando
Services Covered:
Industry
Healthcare
Duration
8 months
Budget
50K - 199K
Start Date
1 October 2019
Team Size
1-5 Employees
Engagement Model
Nearshore
Project Capability Score (PCS)
67/100
Good
Project Capability Score (PCS) estimates how capable Gauss 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
Brocando
SwitzerlandProject Summary
A Swiss health-insurance platform hired Gauss Development to digitalize its insurance policy sales process and centralize operations. Gauss delivered a custom web-based solution built with technologies such as Angular and Node.js that consolidated employee, document, lead/sales, post-sales, commission, KPI tracking, reporting, and analytics functionality. The client reported time savings, improved process control, and better team coordination, and praised Gauss for combining business expertise with software development.
Key Challenges
- Digitalize the insurance policy sales process
- Existing market tools were not designed for Swiss insurance sales and required heavy customization but failed to deliver
Project Deliverables
- Employee management system
- Document management system
- Lead and sales opportunity management module
- Post-sales process module
- Advanced commission system
- KPI tracking and team target tracking
- Reporting dashboards and analytics
- Website integration and hosting capability
Project Solution
Gauss Development worked with the client to design and build a custom web-based platform that fully digitalized the insurance sales process. The vendor leveraged business-domain experts to propose optimizations early, then implemented modules for employee and document management, lead and sales opportunity management, post-sales processes, an advanced commission system, KPI and target tracking, reporting dashboards, and analytics. The solution can integrate with existing systems or host websites that connect to the platform. Technologies used included Node.js, Angular, MySQL, Elasticsearch, and Redis; the delivery team comprised a designer, a project manager, and two full-stack developers.
Project Outcome
- Time savings in the digitalization of the sales process
- Increased operational control enabling identification and optimization of bottlenecks
- Improved team coordination and tracking
- Added overall business value and cost savings for the digitalization process
Platforms
Web
Tech Stack
Node.js
Angular
MySQL
Elasticsearch
Redis
Client Endorsement
Overall Review Rating
5
5 out of 5 stars
5 out of 5 starsTimeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“Thanks to Gauss Development's efforts, the client saved funds for the digitalization process. The solution allowed the client to manage their operations and oversee everything conveniently. The team was agile, collaborative, knowledgable, and amiable.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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