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 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.
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.
