insurance • policy lifecycle • legacy modernization • digital growth
A leading player in the UK insurance sector, operating in a highly competitive market and in need of a modern insurance policy management software to replace ageing legacy systems and support continued growth.
Axians developed a Policy Management System, an insurance policy management software, built on OutSystems, to manage the entire insurance policy lifecycle, from inception to invoice, centralizing all core operations, eliminating manual processes and replacing a legacy Lotus Notes system with a modern, integrated solution that unlocks new opportunities for growth, efficiency and innovation.
Results
| End-to-end policy visibility
All policies managed from inception to closure in a single system, accessible to all relevant team members.
| Faster premium collection
Centralized invoice workflow improved the speed and quality of collecting premiums and paying underwriters
| Reliable financial forecasting
Automated income processing replaced manual Excel workflows, enabling more accurate budgeting and financial planning
| Legacy system modernized
Lotus Notes successfully retired and replaced with a future-proof digital platform, removing a long-standing operational dependency, and positioning the company for continued growth and innovation
Challenges
| Fragmentation of Data, Systems and Processes
Legacy, modern systems, and third-party tools operated side by side without proper integration or data governance, causing inefficiency and duplication of data across departments.
| Reliance on manual work
With no integrated platform, teams had to manually input, copy and rekey data across multiple systems and files, with Excel as the primary processing and reporting tool.
| Process progress lacked visibility
There was no standardized way to track process progress, assignees, due dates or status updates across teams.
| Manual income forecasting
Income forecasting relied on multiple teams updating separate Excel files, with no real-time information or standardized prediction process.
Solution
Axians started the transformation by conducting an on-site workshop and user research to map pain points, understand business processes and define a clear roadmap, all documented in a “Vision Book” that aligned both teams on what to build, how and when – including the replacement of a legacy Lotus Notes system that had been a core part of the company for many years.
Built on OutSystems, the solution centralized all… Read de full solution in the case study. Download it now.
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