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RiskFree Digital Transformation Platform for Insurance Operations
  1. case
  2. RiskFree Digital Transformation Platform for Insurance Operations

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RiskFree Digital Transformation Platform for Insurance Operations

trigent.com
Insurance
Financial services

Legacy System Limitations Hindering Operational Efficiency

The client's 16-year-old desktop application using unsupported VB6 technology faced critical challenges: siloed systems with poor integration, limited reporting capabilities, deployment delays, and inability to adapt to modern business requirements. These issues impeded customer experience (CX), slowed response times for policy requests, and created maintenance bottlenecks.

About the Client

Leading Managing General Agent (MGA) in the US, specializing in customized insurance coverage through specialized risk assessments and client-specific policy design.

Modernization Goals for Enhanced Agility and Customer Experience

  • Replace legacy VB6 desktop application with a web-based platform for geographic accessibility
  • Improve CX through intuitive dashboards and instant quote generation
  • Automate risk assessment and policy calculation workflows
  • Enable seamless integration with third-party systems (e.g., document generation, email)
  • Enhance reporting capabilities with 25+ customizable business reports

Core System Capabilities and Feature Priorities

  • Intuitive user dashboard with role-based access
  • Automated risk assessment and dynamic quote generation
  • Endorsement screen for real-time policy modifications
  • Custom report builder with Excel/Word export
  • Aceoffix integration for quote letter generation
  • Outlook email integration for in-app communication

Modernization Technology Stack

Web application framework (e.g., .NET Core/React)
Cloud-hosted architecture
Modern database (e.g., SQL Server/Azure SQL)

Third-Party System Connections

  • Aceoffix document generation
  • Microsoft Outlook email API
  • Legacy data migration tools

Operational and Security Requirements

  • 40% performance improvement over legacy system
  • Role-based access control (RBAC)
  • Scalable architecture for distributed teams
  • Automated deployment pipelines
  • Compliance with insurance industry data security standards

Anticipated Business Outcomes

The modernized platform is expected to reduce policy processing time by 40%, eliminate deployment delays, and enable rapid integration of new business functions. Automated workflows and enhanced reporting will improve decision-making agility while maintaining 80%+ user familiarity through legacy screen preservation.

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