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Modernization and Enhancement of Insurance CRM System

eleks.com

Financial services

Outdated CRM System Limitations

Maple Life Financial's existing CRM, CaseTrack, was built on outdated technologies and a rigid legal process, leading to inefficiencies in data collection, storage, analysis, and document processing. The system lacked a modern user interface and was vulnerable to cyberattacks, hindering operational efficiency and posing security risks.

About the Client

A consultancy offering policy origination and acquisition services to institutional investors.

Project Goals

Enhance operational efficiency through streamlined data workflows.
Improve data transparency and accessibility for all stakeholders.
Modernize the user interface for improved usability and user experience.
Strengthen system security against cyber threats.
Improve system maintainability and scalability.
Simplify onboarding for new employees.

System Functionality

Improved search and filtering functionalities.
Automated document processing.
Enhanced data analytics and reporting.
User-friendly interface with intuitive navigation.
Secure access controls and data encryption.
Workflow automation for policy processing.
Integration with existing financial systems.

Technology Preferences

Modern web application architecture

Robust database system

Secure coding practices

Cloud-based infrastructure (optional)

Integration Requirements

Existing financial systems (e.g., accounting software)
Document management systems
Potential third-party data providers

Non-Functional Requirements

High availability and reliability
Scalability to accommodate future growth
Strong security posture to protect sensitive data
Performance optimization for fast response times
Accessibility for users with disabilities

Expected Business Impact

The project is expected to result in increased operational efficiency, reduced maintenance costs, improved data security, enhanced user satisfaction, and faster onboarding of new employees. Overall, it will enable Maple Life Financial to better serve its clients and maintain a competitive edge in the insurance market.