endorsedOngoing

Custom CRM for European Insurance Broker

Services Covered:

CRM Solutions • Custom Software Development • Staff Augmentation

Industry

Financial Services

Duration

35 months

Budget

Confidential

Start Date

1 September 2023

Team Size

11-15 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

82/100

Strong

Project Capability Score (PCS) estimates how capable SENLA 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

Germany

Project Summary

SENLA developed a custom CRM for a European insurance company, replacing the legacy system with modules for client and policy management, claims processing, accounting, and a policy-configuration tool. The platform uses an Angular frontend with a Java/Spring Boot/Hibernate backend and PostgreSQL, hosted on Azure. The client reports positive feedback during rollout; SENLA follows Agile two-week sprints and maintains proactive communication.

Key Challenges

Design and implement a robust, high-performance, and scalable CRM solution.
Improve usability and tailor functionality to the client’s specific operational requirements.

Project Deliverables

Custom CRM system
Client and policy management module
Claims processing module
Accounting module
Configuration tool for tailoring policies
Integration with legacy system
Azure-hosted deployment

Project Solution

SENLA overhauled the client’s CRM by building a custom platform from the ground up. They delivered core modules including client and policy management, claims processing, a robust accounting module, and a configuration tool for tailoring policies. The solution was implemented using an Angular frontend with a Java backend (Spring Boot, Hibernate) and PostgreSQL, hosted on Azure, and integrated with the client's legacy systems. The vendor worked in Agile iterations and staffed the project with a 15-person team.

Project Outcome

Positive internal feedback during rollout with improved usability compared to previous system.
Agile delivery using two-week sprints, daily stand-ups, and regular sprint reviews ensuring on-time progress.
Proactive communication and responsiveness resulting in continuous improvements and alignment.

Platforms

Tech Stack

Angular
Java
Spring Boot
Hibernate
PostgreSQL
Azure

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“SENLA has delivered an intuitive and user-friendly CRM system, which the client has rolled out to their team. The team follows Agile methodologies and has a structured process that keeps the project on track. Moreover, they have a deep understanding of the client's business and needs.”
Anonymous
Software Development Lead, Insurance Company at Confidential
Date: 04/17/2026