endorsedOngoing

Insurance Aggregator Client Portal & Document Manager

Services Covered:

E-commerce Development

Industry

Financial Services

19 months

Budget

50K - 199K

Start Date

1 July 2015

Team Size

Confidential

Engagement Model

Offshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Konstant Infosolutions Pvt Ltd 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

CompareIN Ltd

Lagos, Nigeria

Project Summary

Konstant Infosolutions built and continues to maintain a CakePHP-based client portal and document manager for an insurance aggregator. The platform includes a price-calculation engine, customer-facing frontend, document generation for policies and certificates, accounting and payment handling between insurers and the company, and automated email communications. The engagement began in July 2015 and the client reports positive outcomes and reasonable delivery timeframes despite several project-manager transitions.

Key Challenges

Needed to build a full insurance portal from scratch
Required a custom price-calculation engine and bespoke accounting between insurers and the aggregator
Client lacked technical expertise and relied on the vendor to translate business needs into code

Project Deliverables

Price calculation engine
Customer frontend
Client portal and document manager
Accounting/payment handling system
Automated email communications

Project Solution

Konstant Infosolutions built the client portal from start to finish using CakePHP. The vendor implemented an e-commerce-style platform tailored for insurance sales that included a custom price-calculation engine, a customer-facing frontend to view account details, automated generation and delivery of insurance certificates and policies, bespoke accounting and payment-handling logic between insurers and the aggregator, and several automated email communications. The client designed the product in-house and handed designs and requirements to Konstant, which executed the development and subsequent maintenance.

Project Outcome

Sold 4,000 policies in the last year
Stable development team with responsive management
Positive client satisfaction and reasonable delivery timeframes

Platforms

Tech Stack

Client Endorsement

Overall Review Rating

4.13

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

A few project managers have changed over, but the work has been good enough, and we're happy with the value we've gotten. The portal and the improvements that came after it were also done in reasonable time.
Alexandre Aquereburu
Founder
Date: 02/20/2017