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Enabling Self-Serve for Contract Acquisition and Servicing by Agents for Commercial Lines
ValueMomentum assists this Client with architecture, design, development and “Agile” methodology adoption

Industry
Insurance

Client
Fortune 500 P&C, Life Carrier

Needs addressed
Agent Portal

• This leading Carrier sought to empower its agents to self-serve new business and servicing Commercial Lines for Fleet, Non Fleet and Garage.
• The functionality sought included Contract origination including Quick Quote and App Submission and select service transactions including Endorsements and Renewals.
• The Carrier also wanted to ensure that erroneous and obviously ineligible requests did not drain home office resources by providing Validations upfront
• Customer's information captured had to be stored for future retrieval
• IT executives issued a mandate to utilize “Agile” Development approach given that the scope of the project was likely to remain in flux, while the urgency to deliver functionality was very high.

Technology Solution Delivered
Portal & Collaboration,Application Maintenance & Transformation,Document Automation

• ValueMomentum partnered with the Customer by providing thought leadership on the “Agile” development process and proposed a technical architecture involving Websphere Portal and J2EE technologies.
• The responsibilities handled by ValueMomentum included:
  • ValueMomentum consultants drove architecture and development and also provided mentoring to the Carrier's IT staff which was in varied stages of adopting J2EE technologies
  • Developed interfaces with several systems and services in the background in order to fulfill transactions initiated by Agents. Hostbridge was utilized as Mainframe Interfacing Adapters
  • Document Assembly and Generation was enabled using Adobe
  • Websphere Portal and JSF were technologies utilized to design and develop the front-end screens.
  • Rollout plan accounted for Incremental Releases and was achieved using “Agile” development process (Scrum)

Execution model
At site, T&M

Technologies used
J2EE, Websphere Portal, Hostbridge, Adobe

Benefits delivered

• Significantly reduced time devoted by home office staff by providing self-serve capabilities; staff time restricted only for manual Rating
• One of the first initiatives for the Carrier's IT team to adopt “Agile” development principles with ValueMomentum providing thought leadership

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