endorsedOngoing

Customer Access Management System for Insurance Brokerage

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

149 months

Budget

200K - 999K

Start Date

1 March 2014

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

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

Chicago, 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

Tech Stack

Azure
SQL

Client Endorsement

Overall Review Rating

4.75

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
Date: 07/10/2017