Development of an Advanced Online Insurance Sales Platform with CRM and Partner Integration

The client currently faces inefficiencies in online product sales, limited user engagement features, and challenges in managing customer relationships and partner interactions through existing digital channels, hindering growth and user experience in a competitive insurance market.

A large insurance provider seeking to enhance its digital sales and customer engagement through a comprehensive web portal integrated with internal systems and partner networks.

• Establish a robust web portal enabling seamless online insurance product sales with mobile-friendly interactive interfaces.
• Develop an advanced administrative panel for streamlined product management and customer relationship management.
• Integrate the platform with existing internal databases and core business services to facilitate real-time data synchronization.
• Enhance B2B capabilities by providing partners with access to high-quality information and instant consultation requests.
• Implement interactive feedback mechanisms to gather customer insights and improve service offerings.
• Achieve smooth migration to the new platform with minimal disruption and support future feature expansion.

• Interactive online insurance sales interface optimized for smartphones allowing customers to purchase in a few clicks.
• An advanced admin panel for managing insurance products, customer data, and CRM functionalities.
• System integration with the client’s custom database and key business services for real-time data access.
• Dedicated B2B section providing partners with detailed information and instant consultation requests.
• Feedback collection module to gather user opinions on products and solutions.

• Custom internal databases for data synchronization
• Business service APIs for transaction processing and product management

• High availability to ensure consistent access with zero downtime during peak traffic
• Scalability to support growing user base and additional features in future releases
• Robust security measures to protect sensitive customer and business data
• Smooth migration process with no loss of traffic or sales

The new web portal aims to significantly enhance online insurance sales, resulting in increased traffic and sales metrics similar to industry-leading standards, with initial post-launch metrics indicating growth. Future planned features, including personalized user accounts and new insurance offerings, will further boost customer engagement and market competitiveness, positioning the client as a top-tier digital insurance provider.