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Customer Self Service Portal to Enable Multiple Entry Points and Single Order Policy Information View
ValueMomentum assisted this west coast based carrier in enabling customers have single point of view for their account and integrated this portal based solution with multiple backend system.

Industry
Insurance

Client
Leading Western P&C Carrier

Needs addressed
Self Service Portal

• The client sought to integrate the multiple entry points to interact with the customers and provide a better richer experience
• Client also sought to utilize modern technology to enable easy maintenance and up-keep of the website
• 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, address endorsements
• Client sought to provide a secure channel for customers to access their data

Technology Solution delivered
Portal & Collaboration

Leveraging our experience in (a) P&C Insurance industry (b) strong portal competency (c) evolved methodology and 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 modeled on a multi-tier architecture, with portlets forming the presentation layer and web services forming the core of the business logic
• Changed the navigation to make functionality accessible much faster for the customer
• Built a portal based solution integrating the multiple backend systems ( policy admin, billing, payment processing, credit card transactions)
• Integrated the web based solution with Policy Admin database and the document repository

Execution model
T&M, Onsite-Offshore

Technologies used
Liferay Portal from Sun Microsystems, Sun JCAPS, Java/J2EE

Benefits delivered

• Using the new portal system the customer gets a single point of view on the account
• Integrated customers details repository with the policy admin system and avoided duplication of data thus reducing rework and maintenance costs
• Provided an easy interface for the administrator to add/update contents of the website

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