Wells Fargo
A banking contact center portal for improving customer experience.
Technologies Used
Front-end - HTML 5, Tailwind, AlpineJS
Back-end - PHP, Laravel
Payment Gateway - Stripe
API - E-Sign
Making auto insurance easier and more securer
Star Casualty is an auto-insurance and coverage providing company operating across 6 states of the United States. We helped them revive and optimize their business process through dedicated technological and software support.
Our association with star casualty
Star casualty holds a huge presence in the insurance market of the United States. The company provides insurance and coverage policies for registered vehicles in 6 US states. Star Casualty is no ordinary auto insurance company as it holds the AM`s best secure financial rating and A+ rating of the BBB. Since its inception in 1988, the company has been generating policies through independent agents operating in the different states.
With the onset of the pandemic, the company started facing challenges with its decentralized business operations. The agent giving model no longer seemed feasible due to contact restrictions. Thus, the company now needed a dedicated platform for itself to facilitate brand visibility, improvised business process, and higher efficiency. This platform was to replace the direct involvement of agents and serve as the sole repository for customers’ information and policies.
The client approached us with the mentioned business goals. We carefully analyzed the requirements and delineated the following objectives for this project:
- Developing a dedicated responsive website operating on the existing main system of the company
Key Milestones of the Project
The project had the following major requirements and we met them effectively with dedicated technology usage and appropriate management.
Overview of the existing system
We got a legacy system from the client’s end that needed optimization and advancement. The existing system had all the operations being done manually. Moreover, the main system was using technologies like that rendered rigidity to the whole business process. Thus, taking an overview of the current system was mandatory for revamping it. We did a careful study of the intricacies involved, identified the parts needing optimization, and proposed a project plan thereafter.
Proposed system
Our major task was to complete the automation of the policy generation machinery and other related processes. Thereby, our first step was to perform a complete check of the requirements including the functional and non-functional elements for the proposed system. The primary functional requirement included the development of a web platform while the non-functional requirements included the development of UI, website redirection link, registration form, validation functionalities, etc.
Dedicated Web platform
The company already had the main system which they used to generate policies for their customers. Using that main system, the client required the development of a dedicated web platform for the company. Thereby, we developed a full-fledged website for the company to help them gain visibility and operational efficiency. The website was designed to be responsive and optimized for both web and mobile platforms.
E-signature functionality
This was a very crucial part of the project. The inclusion of the e-signature functionality on the website significantly boosted the policy security quotient. We implemented the e-signature function to secure the document upload and policy generation tasks. The e-signatures could be applied to the pre-defined documents existing in the main system of the company.
Payment integration
Payments were a crucial part of the website that needed optimization to facilitate security and reliability. The existing system had been using Payflow which is the legacy version of Paypal. We upgraded the site’s payment channel by integrating advanced features and elements into the legacy system. For that purpose, we created several bridges to facilitate flawless integrational operation.
Major Challenges
Star Casualty has been delightfully challenging for us. The milestones we achieved in this project led to supreme customer satisfaction and that’s always the biggest achievement for us above all. Following were some of the hurdles we overcame with precision technological usage and a smart approach.
- The prime challenge in this project was technology updation. This is because the company had been using a legacy system until now. We had to optimize the existing system by integrating newer technologies while keeping the core tech stack intact. Even the payment gateway used on the platform was legacy that needed optimization. We dealt with all the requirements carefully and with utmost sincerity due to which we were able to make this project much successful.
- Moving on, the overall nature of this project involved a lot of dynamicity. There were highly dynamic requirements needed for almost all the integrations and our developers had to constantly keep pace with the changes. We followed a streamlined approach and documentation to keep track of the changes and follow up with regular feedback.
- Implementation of the E-sign functionality was a bit challenging but also a significant achievement for us. The issue of legality associated with the insurance operations of the company posed major challenges regarding the security aspect of E-sign. We practiced extra caution while securing the E-sign step in the document verification procedure.
- Data integration was also a tedious task. There was a huge amount of existing data that needed to be optimized within the main system alongside newer data. Another set of data was the vehicle-related info existing on the host platform previously that needed to be imported.
Final Results
Star Casualty was a very interesting project for us as it had us pushing our boundaries towards creating significant software deliveries. The web platform we created for the company streamlined their business operations, improved policy management, and most of all, boosted the security quotient of the insurance policies and owners. The project proved successful at achieving its primary goals of establishing brand visibility and eliminating third-party intervention.
