Development of a Client-Focused Insurance Management Portal with Mobile Access

The client faces difficulties in providing seamless, accessible, and efficient online services for their policyholders, including self-service renewal, payments, and data access. Existing systems hinder user experience, require manual interventions, and do not support modern mobile access, impacting customer satisfaction and operational efficiency.

A mid-sized insurance provider specializing in management services for transportation and professional indemnity insurance mutuals, seeking to enhance customer engagement and streamline policy management processes.

• Enable online renewal and payment processing for policyholders via a user-friendly portal
• Develop a mobile application offering instant access to policy and fleet data, including documentation and records
• Reduce manual intervention and operational overhead through automation of invoice tracking and reminders
• Improve overall user experience, accessibility, and system reliability
• Support integration with existing back-end systems and ensure high performance, security, and scalability

• Client authentication and secure account management
• Online policy renewal and premium payment processing
• Real-time access to fleet data, records, and documentation
• Offline data access and management capabilities for users in areas with limited connectivity
• Automated invoice tracking and reminders for outstanding payments
• Administration dashboard for data management and customer support
• Integration with existing backend systems via Service-Oriented Architecture (SOA) or similar APIs

• Payment gateways for secure online transactions
• Existing policy management systems
• Fleet and documentation databases
• Invoice and payment reminder systems
• Customer relationship management (CRM) platforms

• High performance with system response times under 2 seconds for key operations
• Scalability to support at least 15,000 active users concurrently
• Data security compliant with relevant standards (e.g., GDPR, PCI DSS)
• High system availability with 99.9% uptime
• Responsive design ensuring accessibility across devices

The new insurance management portal and mobile app are expected to significantly enhance customer experience by providing instant online policy renewal, real-time data access, and streamlined payments. Operational efficiency will improve through automation of invoice reminders and reduced manual processing, supporting business growth and higher client satisfaction levels.