endorsedCompleted

Income Protection Insurance Web Application

Services Covered:

Custom Software Development • Website Development

Industry

Financial Services

Duration

5 months

Budget

Less than 10K

Start Date

1 May 2019

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable Octal IT Solution 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

Confidential

Sydney, Australia

Project Summary

Octal IT Solution designed and developed an insurance-purchasing web application using PHP and AWS, building both customer-facing features and an internal management console for pricing, reporting, and lead capture. The vendor integrated payments via Stripe, delivered within the established timeline and budget, and provided user testing and post-launch maintenance. The client noted strong technical delivery (particularly PHP) but suggested improvements in frontend design/aesthetics.

Key Challenges

Deliver the next version of the insurance technology platform faster and at lower cost.
Build end-to-end components including distribution, marketing, claims, and a fully digital customer experience.
Create a platform that could be distributed to other businesses via an API and handle regulatory reporting requirements.

Project Deliverables

Web application (customer-facing insurance-purchasing platform)
Income prediction tool
Internal console for pricing and order management
Built-in CRM for capturing marketing leads and monitoring abandoned carts
Reporting capabilities for monthly financial reports to insurance provider
Stripe payment integration
API-ready architecture for B2B distribution
Post-launch maintenance and user acceptance testing support

Project Solution

Octal scoped the engagement into business analysis, development, and user acceptance testing and built a PHP-based web application on a LAMP/AWS stack. They implemented an income prediction tool, integrated Stripe for payments, created an internal console with CRM and reporting capabilities, and structured the platform to be API-distributable to other businesses. The team worked with the client to share code daily and provided short post-launch maintenance.

Project Outcome

The project met the established timeline and budget expectations.
The client received a functioning platform with payment integration and reporting for suppliers.
Octal provided daily code sharing (via GitHub), supported Australian timezone overlap, and delivered post-launch maintenance allowing the client to make critical updates.

Platforms

Tech Stack

PHP
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“While the platform's aesthetics could be improved, Octal IT Solution followed through on all technical requirements without sacrificing the established timeline or budget. Their user testing and post-launch maintenance allowed the client to make critical updates. They are a communicative partner.”
Anonymous
CTO
Date: 04/04/2021