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Digital Transformation of Insurance Management Systems
  1. case
  2. Digital Transformation of Insurance Management Systems

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Digital Transformation of Insurance Management Systems

fluxitsoft.com
Insurance
Logistics
Real estate

Challenges in Manual Insurance Management and Client Communication

Manual processes for policy and claims recording created inefficiencies and potential errors. Disconnected systems hindered real-time client communication for quoting, coverage updates, and lead generation. Legacy CRM system lacked scalability and integration capabilities.

About the Client

Global provider of moving and storage insurance services for families and businesses, industry leader since 2004

Digital Transformation Goals

  • Automate insurance policy and claims management workflows
  • Develop API-driven client communication channels
  • Migrate to Salesforce CRM for enhanced data management
  • Improve operational efficiency and customer experience

Core System Functionalities

  • Policy management system with digital documentation
  • Claims processing workflow automation
  • API integration for real-time quoting and coverage updates
  • Lead generation and tracking module
  • Salesforce CRM integration for client data synchronization

Technology Stack Requirements

Salesforce CRM
RESTful API development
Cloud-based infrastructure
Modern web frameworks

System Integration Needs

  • Salesforce CRM
  • Third-party payment gateways
  • Client communication channels (email/SMS)

Performance and Security Standards

  • High-availability architecture
  • Data encryption and compliance (GDPR/PCI)
  • Scalable cloud infrastructure
  • Response time under 2 seconds for critical operations

Expected Business Impact of Digital Transformation

Reduction of manual administrative tasks by 70%, accelerated policy issuance and claims processing times, 24/7 client self-service capabilities through API integrations, and enhanced customer relationship management through centralized Salesforce data. Projected 30% improvement in operational efficiency and 40% increase in lead conversion rates.

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