Case study

Sales portal for an insurance company

This custom-built insurance sales portal facilitated significant business growth, connecting 120 locations, 300k customers, and 4k distributors. Seamless integration with leading German and Austrian banks like Generali, Uniqa, Allianz, WWK, and Baumann Partners enables direct contract creation within their systems. This streamlines operations and enhances efficiency for insurance providers and their partners.

Industry

FinTech

Team

4

Project state

Completed

Country

Austria

This innovative insurance sales platform empowers businesses to streamline operations and enhance customer relationships. By automating key processes and providing a centralized hub for managing policies, the platform drives efficiency and improves productivity. Seamless integration with major European banks further enhances the user experience and expands market reach.

Project idea

  • The platform was designed to handle the increasing demands of the client’s sales department, enabling them to efficiently scale their operations and reach a wider customer base.
  • An invitation-only system was implemented to ensure that only authorized personnel and partners could access the platform and its sensitive data, maintaining exclusivity and security.
  • The platform was built with future growth in mind, allowing it to adapt to evolving business needs, increased user traffic, and new product offerings.

Project challenges

  • The project faced tight deadlines imposed by bank security policies, demanding meticulous project management and close collaboration with stakeholders to ensure timely delivery without compromising security.
  • A key challenge was building a robust system capable of securely managing, processing, and archiving an immense volume of sensitive documents, including millions of files, signatures, and contracts.
  • The project involved the complex task of upgrading and migrating legacy components from Thymeleaf to Vue.js, requiring careful planning and execution to minimize disruption to existing operations and ensure a seamless transition to the new technology.

Results

  • Seamlessly integrated the sales portal within the complex systems of multiple banks, enabling streamlined operations and efficient data exchange.
  • Successfully managed and processed a massive volume of documents, ensuring smooth and secure handling of sensitive information.
  • Empowered the client to scale their operations and expand their reach to new markets, facilitating business growth and increased revenue potential.

Business challenges

Tech Stack Apps partnered with the client to overcome the hurdle of transitioning from traditional workflows to a digital platform. This shift presented a significant challenge, as employees adapted to new processes and embraced a more automated approach to insurance sales and management. The collaborative effort focused on simplifying these processes and ensuring a smooth transition for all users.
  • The sales portal was successfully incorporated into the intricate technological landscape of various banks, streamlining processes and facilitating efficient data flow.
  • The platform efficiently handles a vast number of documents, ensuring the secure and seamless processing of sensitive information.
  • The platform has empowered the client to expand their operations, reach new customers in new markets, and drive significant business growth.

Project essentials

Communication

This interconnected system allows banks to effortlessly onboard insurance customers with a single click, streamlining the process while maintaining the highest security standards. A centralized OAuth server ensures that every user has the appropriate permissions within the app, safeguarding sensitive data and ensuring compliance.

Communication - Sales portal for an insurance company by Tech Stack Apps

User experience

This insurance sales platform empowers agents to dynamically configure packages, with parameters constantly updated in collaboration with integrated banks. This agility enables agents to convert leads into clients within minutes, a feat previously unattainable through traditional methods. This real-time responsiveness significantly enhances efficiency and customer satisfaction.

User experience - Sales portal for an insurance company by Tech Stack Apps

Privacy & Security

Privacy and security are paramount: the platform fully complies with data governance and sovereignty regulations in every country where the client operates, including those with on-premises infrastructure. This commitment ensures that sensitive data remains protected and compliant with local laws and regulations, fostering trust and confidence among users.

Privacy and security - Sales portal for an insurance company by Tech Stack Apps

Development in detail

  • Thorough Needs Analysis: The project began with a comprehensive identification and analysis of the client’s needs and challenges, ensuring a strong foundation for development.
  • Iterative MVP Development: An MVP (Minimum Viable Product) was created and tested with a small user group, allowing for valuable feedback and iterative improvements throughout the development process.
  • Successful Market Launch: Following rigorous testing and refinement, the platform was successfully scaled up for production use in Germany and Austria, meeting the demands of a wider user base.
  • Ongoing Support and Enhancement: Continuous maintenance and support are provided to ensure smooth operation and facilitate expansion into new regions, with new features regularly implemented to enhance functionality and user experience.

Technology stack used

Java

Java is a versatile, platform-independent programming language widely used for building web, mobile, and desktop applications, known for its performance, security, and scalability.

9M

developers use Java worldwide.

90%

of mobile and enterprise web applications due to its scalability and performance.

Scala

Scala is a high-level programming language that combines object-oriented and functional programming, known for its scalability, concise syntax, and compatibility with Java.

1M

developers use Scala globally.

20-50%

faster than Java in certain tasks.

Vue

Vue.js is a progressive JavaScript framework used for building user interfaces and single-page applications, known for its simplicity and ease of integration.

200k+

developers use Vue.js globally.

30%

faster development due to Vue’s simple and flexible framework structure.

Thymeleaf

Thymeleaf is a modern server-side Java template engine for Java-based web applications, designed to process HTML, XML, JavaScript, and CSS, making it a popular choice for building dynamic web pages in Spring-based applications.

5k

GitHub stars for Thymeleaf.

25%

faster template rendering in Spring applications using Thymeleaf compared to JSP due to its natural templating approach.

PrimeVue

PrimeVue is a UI component library for Vue.js, offering a rich set of customizable components to build modern web applications.

2k

stars on GitHub for PrimeVue.

40%

faster UI development with PrimeVue’s pre-built components.

MariaDB

MariaDB is a fork of MySQL, designed to maintain compatibility with MySQL while offering additional features and performance improvements for web and enterprise applications.

12k

GitHub stars for MariaDB.

30%

faster query execution in MariaDB compared to MySQL in certain workloads.

Spring Boot

Spring Boot is an extension of the Spring Framework that simplifies the development of production-ready applications by providing pre-configured, auto-configuring tools, embedded servers, and a microservices-ready architecture.

65k

GitHub stars for Spring Boot.

30-40%

reduces development time due to its auto-configuration and built-in server capabilities.

GIT

Git is a distributed version control system that enables developers to track changes in their codebase, collaborate on projects, and manage code efficiently.

45k

stars on GitHub for Git.

80%

of software projects worldwide use Git for version control.

Kubernetes

Kubernetes is an open-source platform for automating the deployment, scaling, and management of containerized applications. It provides a highly flexible framework to run distributed systems resiliently, allowing developers to manage complex microservices architectures.

95k

GitHub stars for Kubernetes.

50%

reduction in infrastructure management overhead with Kubernetes’ automated scaling and self-healing capabilities.

Docker

Docker is a platform for developing, shipping, and running applications inside lightweight, isolated containers, simplifying software delivery and scaling.

65k

GitHub stars for Docker.

50%

faster deployment with Docker containers compared to traditional virtual machines.

Traefik

Traefik is a modern HTTP reverse proxy and load balancer that makes it easy to deploy and manage microservices and dynamic containerized applications.

42k

stars on GitHub for Traefik.

30%

better load balancing efficiency with Traefik in containerized environments.

GitLab CI/CD

GitLab CI/CD is an integrated continuous integration and delivery tool built into GitLab, allowing developers to automate their testing, building, and deployment processes.

10k

GitHub stars for GitLab CI/CD-related projects.

35%

reduction in deployment times using GitLab CI/CD automation.

npm

npm (Node Package Manager) is the default package manager for Node.js, used for managing JavaScript dependencies and libraries in web and mobile applications.

180k

GitHub stars for npm.

50%

faster dependency management with npm’s package registry for JavaScript projects.

TypeSense

TypeSense is an open-source, fast, typo-tolerant search engine designed for instant search experiences, offering simple deployment and high performance.

11k

GitHub stars for TypeSense.

75%

faster search response times compared to traditional search engines like Elasticsearch.

InSign

InSign is a digital signature platform that allows businesses and individuals to sign documents securely and efficiently online.

5k

businesses use InSign for digital signatures.

50%

reduction in document processing time with InSign’s e-signature services.

RabbitMQ

RabbitMQ is an open-source message broker that facilitates the exchange of messages between systems or applications using various communication protocols.

10k

GitHub stars for RabbitMQ.

25%

faster message delivery in distributed systems using RabbitMQ.

Graylog

Graylog is a powerful open-source log management tool that helps analyze and monitor log data from various sources, providing insights into system and application performance.

8k

GitHub stars for Graylog.

50%

reduction in log analysis time with Graylog’s real-time search and monitoring capabilities.

Sentry

Sentry is an open-source error tracking tool that helps developers monitor and fix crashes in real-time across web and mobile applications.

33k

GitHub stars for Sentry.

30%

faster error resolution using Sentry’s automatic error tracking and alerting.

OAuth

OAuth is an open-standard authorization protocol used for token-based authentication and granting third-party applications access to user data without exposing login credentials.

25k

GitHub stars for OAuth-related projects.

40%

improvement in security and user experience with OAuth’s token-based authorization model.

Results obtained

The client’s adoption of this insurance sales portal has been a resounding success, with agents, clients, and banks all experiencing significant improvements in communication and efficiency. This streamlined platform has fostered a collaborative environment where insurance sales processes are faster, smoother, and more productive for everyone involved.

Easily adaptable

Designed with future-proofing in mind, the platform can be easily integrated with any new bank that emerges, ensuring continued adaptability and scalability within the ever-evolving financial landscape. This flexibility safeguards the client’s investment and allows for seamless expansion into new markets and partnerships.

Operate at scale

The platform is engineered to effortlessly handle thousands of simultaneous users and transactions, all while remaining remarkably cost-effective. This scalability ensures that the client can continue to grow their business without incurring significant increases in operational costs.

Ready for expansion

The platform’s adaptable architecture allows for seamless expansion, enabling the client to effortlessly onboard new banks and extend their reach into new countries. This scalability ensures continued growth and strengthens the client’s position in the global insurance market.

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