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Customer Access Management System for Insurance Brokerage

Services Covered:

Custom Software Development
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Industry
Industry

Financial Services

Duration
Durationinfo-circle

40 months

Budget
Budget

200K - 999K

Start Date
Start Date

1 March 2014

Team Size
Team Size

6-10

Engagement Model
Engagement Model

Nearshore

Project Capability Score (PCS)

gauge meter
80/100
Strong

Project Capability Score (PCS) estimates how capable Scio 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

CPH & Associates

mapChicago, United States of America

Project Summary

Scio Consulting built a multi-phased customer access management platform for an insurance brokerage, hosted on Microsoft Azure with a SQL database. The solution included customer purchase flows, a customer portal, and an internal administrative portal, plus integrations with accounting and third-party services. The engagement adopted Agile and moved into maintenance and enhancements; the client reported improved online engagement and high uptime.

Key Challenges

  • Build a platform to allow customers to purchase, renew, and manage insurance products
  • Consolidate multiple disparate applications and processes into a single streamlined product
  • Integrate with backend accounting/insurance systems and various third-party services

Project Deliverables

  • Customer-facing purchase and management portal
  • Internal administrative portal
  • Azure-hosted application with SQL database
  • Integrations with backend accounting system and third-party services (tax calculation, email, document generation)

Project Solution

Scio implemented a multi-phased Azure-hosted platform that enabled customers to purchase, renew, and manage insurance products. They built both customer-facing and internal administrative portals, integrated the system with a backend accounting/insurance management system, and connected third-party services for tax calculation, email, and document generation. The project followed Agile practices, transitioned tooling from TFS to JIRA, and moved into maintenance and enhancement mode after initial delivery.

Project Outcome

  • Increased online client interaction from about 80% to close to 95%
  • Consolidated three or four separate applications into one streamlined product
  • Executed ~20 deployments per year (over 100 in three years) with minimal downtime and uptime in the high 99s

Platforms

  • WebWeb

Tech Stack

  • AzureAzure
  • SQLSQL

Client Endorsement

Overall Review Rating

4.75star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“There has been a definite increase in client interaction since the system went live, and there has been minimal issues with the system. Scio Consulting is responsive to issues and willing to take on new challenges to meet requirements, applying an agile and solution-oriented approach.”

Ameet Shahani

Director of Operations & Technology

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

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