CRM System for Insurance Company

The web application was designed for the health insurance companies running their business on the territory of the USA. One of the basic tasks of the future CRM was to improve customer service and help the companies successfully manage their interactions with clients, providing the first ones with highly innovative and flexible tools to form a rational and emotional connection with their customers.

Solution

An essential aspect of the insurance company’s business is knowing who they’re dealing with. That means realising who your clients are, what they aim at and how to deliver them the services they’re looking for.

To do this, as well as to ensure the platform’s full-scale operational work it was decided to adhere to multi-level hierarchy system of organizations that carry out insurance services. The platform provides data analysis, reports generation on all activity stages for all system users levels. It as well reflects business model of US insurance company and can be applied to any organization of this business domain.

The developed solution is a unique platform that storages data of medical insurance body both on vertical and horizontal levels.

The platform is integrated with the federal level resources required to approve the data received from the third party. Previously such controls were done manually by sending requests to federal bodies.

Integrated Modules

The system includes a range of modules that can be used by various departments of insurance companies on any stage of business workflow.

Certification & accreditation of agents

Marketing & sales department

Commission payment

Сlients’ accounts management

Reports

Companies’ administration

Technologies used

Our software development team delivered a robust platform with a number of integrations for user files storage and sending email out of the application.

Languages & libraries

  • PHP7
  • Symfony 3
  • Bootstrap
  • XML
  • LESS

Data exchange

  • JSON

Database

  • MySQL 5.7

Integrations

  • National Insurance Register of the USA
  • Amazon S3

Results

The developed solution is a unique platform that storages data of medical insurance body both on vertical and horizontal levels.

The platform is integrated with the federal level resources required to approve the data received from the third party. Previously such controls were done manually by sending requests to federal bodies.

The system was developed as SaaS, meaning that will be used by an unlimited number of organizations.

The system was successfully launched, and its operational period demonstrated that it fully carries out the mail task imposed by the Customer – to provide the insurance company, including all its departments, subsidiaries and partners, with the wide range of services available to work in the most suited for a client way.

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