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Custom Insurance Advisor Platform with CRM Integration

Services Covered:

Custom Software Development • Application Integration
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Industry
Industry

Financial Services

Duration
Duration

7 months

Budget
Budget

50K - 199K

Client Size
Start Date

1 November 2021

Team Size
Team Size

1-5 Employees

Engagement Model
Engagement Model

Onshore

Project Capability Score (PCS)

gauge meter
79/100
Good

Project Capability Score (PCS) estimates how capable Pretius 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

PROFITOWI S.A.

mapWarsaw, Poland

Project Summary

Pretius delivered a custom insurance-distribution platform integrated with the client's CRM and external messaging services. They led analysis workshops, produced clickable Figma prototypes, refined UX/UI, and implemented backend and frontend components using Java 17, Spring Boot, React, PostgreSQL, Liquibase, Docker, Kubernetes, and AWS, enabling broad advisor use and regulatory compliance.

Key Challenges

  • Develop custom software tailored to insurance distribution needs
  • Integrate with internal CRM and external messaging services and meet regulatory requirements

Project Deliverables

  • Business needs analysis and workshops with business analysts and the delivery manager
  • Clickable Figma prototypes and refined UX/UI
  • New advisor-facing software with product recommendations, scanned document upload, marketing consent collection, and an intuitive dashboard
  • Integrations with internal CRM, SMS gateway, and email service

Project Solution

Pretius conducted business-analysis workshops and proposed additional functionalities to align the application with insurance company requirements. They produced clickable Figma prototypes, refined UX/UI based on feedback, and developed the application that provides advisors with product recommendations, scanned-document upload, marketing consent capture, and a dashboard. The team integrated the software with the client's CRM, SMS gateway, and email service and implemented the solution using Java 17, Spring Boot, React, PostgreSQL, Liquibase, Docker, Kubernetes, and AWS.

Project Outcome

  • Met requirements of the Polish Financial Supervision Authority
  • Supports 300 advisors recommending products from over 72 insurance companies
  • Facilitates sales to new clients and upselling to 40,000 existing clients
  • Delivered under a waterfall fixed-price engagement with good communication using Jira, Confluence, and Google Meet

Platforms

  • WebWeb

Tech Stack

  • JavaJava
  • Spring BootSpring Boot
  • React.jsReact.js
  • PostgreSQLPostgreSQL
  • LiquibaseLiquibase
  • Amazon Web Services (AWS)Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Pretius delivered useful software that met requirements, allowing the client to assist 300 advisors from over 72 insurance companies. The team maintained excellent communication and utilized tools such as Jira, Confluence, and Google Meet. Their ability to analyze and understand stood out.”

Radek Olkiewicz

CEO

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

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