System Modernization and Performance Optimization for an Insurance Sales Platform

The client’s existing insurance sales platform is hindered by a large codebase of over 1.2 million lines, with monolithic architecture and convoluted relations, leading to poor system responsiveness, long stabilization times, and insufficient technical documentation. Their development process is rapid but short-lived, with one-week responsibility cycles, and lacks comprehensive test coverage and automation. These issues result in increased time-to-market for new features, reduced system stability, and inefficiencies in data handling and third-party integrations, ultimately impacting customer satisfaction and revenue growth.

A mid to large-sized insurance provider specializing in life and health insurance, operating in a competitive market and seeking to enhance their sales platform with improved data processing, automation, and mobile capabilities.

• Reduce average web service request times from approximately 1.8 seconds to under 200 milliseconds to significantly improve system responsiveness.
• Increase code quality through comprehensive documentation of process, system, and cloud architecture.
• Establish organized quality assurance processes, including unit testing, manual testing, and QA environment setup, to improve stability and reliability.
• Shorten time-to-market for new features by refining development workflows and project organization.
• Enhance system scalability and maintainability by transitioning from monolithic architecture to modular, well-documented system design.
• Achieve substantial growth in test coverage, aiming for over 28% in cloud environments, to support ongoing feature additions and stability.

• Overhaul of the existing codebase to improve architecture modularity and maintainability.
• Implementation of an organized QA process including unit testing, manual testing, and environment management.
• Development of a mobile application compatible with iOS and Android platforms.
• Integration of third-party data sources to enable real-time decision making at the point of sale.
• Capture and management of beneficiary information and identity verification via digital uploads such as ID photos.
• Use of multiple databases (e.g., DynamoDB, SQL, caching layers) for efficient data storage and retrieval.
• Development of a unified system architecture and detailed documentation for ongoing maintenance and scaling.
• Automation of data workflows for improved operational efficiency and reduced manual intervention.

• Third-party data providers for enhanced decision-making at POS
• Third-party identity verification systems
• Multiple databases including DynamoDB, relational databases (e.g., MySQL), and caching systems (e.g., ElastiCache)
• Automated data processing and workflow automation tools

• System response time under 200 milliseconds for web service requests
• Test coverage increased to over 28% in cloud environment
• High availability and system stability in production environment
• Scalable architecture capable of supporting growth and increased data load
• Secure handling of sensitive beneficiary and ID data

The project aims to significantly enhance platform responsiveness, reducing web service request times from 1.8 seconds to under 200 milliseconds. It will improve system stability and reliability through comprehensive documentation and organized QA processes, enabling faster deployment of new features and reducing time-to-market. Increased test coverage and a modular architecture will support scalable growth, ultimately leading to higher customer satisfaction, increased operational efficiency, and improved revenue margins.