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Rebuilding an Insurance CRM Software with a Stronger Technological Foundation

How ELEKS helped Maple Life Financial to modernise the tech stack and design of its customer relationship management tool
About the client

Maple Life Financial is a consultancy that provides policy origination and acquisition services to institutional investors actively participating in or seeking to gain exposure to the mortality-linked investment market.

Industry: Insurance, Fintech
Location: USA
Client since: 2013
Increased efficiency and transparency of all operations
Simpler maintenance and protection against cyber attacks
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.

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.

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 Results
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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