About Customer

  • A large insurance company ($50B in revenue and 17,000 employees)
  • Various structural issues hampered the organization from leveraging it product lines and digital assets

Business Drivers

  • Unstructured selling process – large and small groups
  • Manual Quote to Card Process
  • Time to Market – New plans
  • Lengthy Quote and enrollment cycle time
  • Transparency of work at business unit level

Approach and Deliverables

  • Build an integrated solution using Portals, Mobile, BPM, SOA and Analytics transforming applications resulting in an optimized outcome
  • Build a Broker Portal to integrate and align incentives
  • Build and Employee Portal to onboard new hires, enrollment and view claims status
  • Develop mobile apps to provide convenient, real-time access


  • Developed a robust portal solution that addresses the broker needs for both small and large group accounts resulting in 8% sales growth
  • The BPM based SOA integrated people, process and technology for a seamless customer and employee experience
  • Improved quote management turnaround time by 19%