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Customer Self Service Portal
ValueMomentum assisted this carrier in instituting portal framework and integrating the portal with other backend systems such as document repository, policy system, billing system
Industry
Client
Leading Mid-Western P&C Carrier
Needs addressed
Customer Self Service Portal
- The Client wanted the insureds to view policy information online
- Client aimed to set up a portal infrastructure that would be exposed through the web
- The goal was to provide Self-Serve capabilities in order to view policy and billing information, make online payment, report a claim, view claim status
- Client sought to integrate the portal with the documents repository to view and print their policy
- The objective was to build a web portal framework that can be extended for other transactions
Technology Solution delivered
Portal & Collaboration
Leveraging our experience in (a) P&C Insurance industry (b) strong portal competency (c) evolved methodology and (d) Microsoft Gold Partnership, we partnered with the Client in delivering the following:
- Studied Client's detailed business process and functional requirements documents across product lines, proposed key technology components and their business benefits to assist them in finalizing their conceptual architecture
- Solution was built using SharePoint 2007 infrastructure
- Designed and built custom web parts
- Integrated other business components and data services by exposing them through .Net WCF services technologies
- Integrated the web based solution with Policy Admin database and the document repository
Execution model
T&M
Technologies used
SharePoint 2007, .net 3.0, SQL Server 2005, AJAX 1.0, AD, ISA Server 2006
Benefits delivered
- Portal for the insured to view information online which is 24/7, improved customer satisfaction & increased the customer service efficiencies
- Integrated customers details repository with the policy admin system and avoided duplication of data thus reducing rework and maintenance costs
- Architected solution to incorporate future customer service functionality
