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Rebuilding an Insurance CRM Software with a Stronger Technological Foundation

Key results
Increased efficiency and transparency of all operations
Simpler maintenance and protection against cyber attacks
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Summary

Maple Life Financial, a consultancy offering policy origination and acquisition services to institutional investors, sought to modernize its insurance CRM, CaseTrack. The ELEKS team upgraded both the functionality and visual aspects of CaseTrack, enhancing the efficiency and transparency of data collection, storage, and analysis for life insurance policies and potential funders. Post-modernization, CaseTrack benefited from simpler maintenance and improved protection against cyber-attacks.
Location
USA
Cooperation period
2013-2020
Services used
Enterprise Applications Product design Application re‑engineering
Industry
Insurance, Finance
Our business users were impressed with how well the business analysts from ELEKS understood their workflow and business process. Our engineers were impressed with how clean and sensible the solution was architected and built. Our engagement with ELEKS was marked by competency and professionalism from start to finish.
Cory Cates
Cory Cates
Chief Information Officer
The situation

Maple Life wanted a functional and visual modernisation of its insurance CRM

Analysts at Maple Life Financial used an internal insurance CRM software, CaseTrack, to collect, store and analyse data on life insurance policies available for sale and data on potential funders. CaseTrack also helped analysts to process documents associated with policy purchase deals.

Implemented as a web app in 2000, CaseTrack was very domain-specific and built on a legal process that changed over time. The tool also leveraged dated technologies and needed a significant visual revamp.

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The solution

ELEKS experts rebuilt and redesigned CaseTrack to meet the analysts’ modern needs

The ELEKS team helped the client to implement a renewed CaseTrack built on modern technology and usability standards. Our experts thoroughly analysed the existing system to optimise the workflow and remove unnecessary actions. They preserved only valid business processes in accordance with current legislation and introduced a new search system and filters to simplify the navigation.

The updated system architecture our experts provided improved performance and maintainability. It also offered built-in security against most vulnerabilities. The ELEKS product designers completely revamped CaseTrack’s look to reflect the new business flow. They improved the information structure and navigation flows to simplify interactions with the system, making it accessible even for less experienced users.

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The result

The new tool is able to support users in their daily work while guaranteeing improved security and reliability

The renewed insurance CRM received positive user feedback as a result of increased work efficiency and transparency of all operations. The interface improvements also simplified the onboarding process of new employees.

A modern technology core simplified the maintenance and scalability of the tool and improved resilience against cyber threats.

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What our customers say

The breadth of knowledge and understanding that ELEKS has within its walls allows us to leverage that expertise to make superior deliverables for our customers. When you work with ELEKS, you are working with the top 1% of the aptitude and engineering excellence of the whole country.

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Right from the start, we really liked ELEKS’ commitment and engagement. They came to us with their best people to try to understand our context, our business idea, and developed the first prototype with us. They were very professional and very customer oriented. I think, without ELEKS it probably would not have been possible to have such a successful product in such a short period of time.

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ELEKS has been involved in the development of a number of our consumer-facing websites and mobile applications that allow our customers to easily track their shipments, get the information they need as well as stay in touch with us. We’ve appreciated the level of ELEKS’ expertise, responsiveness and attention to details.

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