The challenge
An older interface layered over a core insurance system was difficult for agents to learn and scattered information across screens. The experience made recruiting and supporting agents harder.
OUTSYSTEMS IN ACTION / INSURANCE
How an insurer launched a new agent portal in four months
An agent should be able to move from customer context to the next useful action. Explore this insurer’s portal renewal and the business participation behind a more connected experience.
RESULTS REPORTED IN THE SOURCE
4
months to the first portal debut in the main source narrative
20
non-life quoting tools included in the platform
Monthly
releases after the initial portal debut, as described in the main narrative
THE BUSINESS CHALLENGE. THE CHANGE. THE RESULT.
The change
The insurer used OutSystems to create a new agent portal and mobile applications, connecting customer, policy, claim and receipt information with quoting and authorization workflows. Business participation and senior sponsorship supported the delivery approach.
The outcome
The main source narrative reports the first portal debut after four months, followed by monthly releases. Agents gained a consolidated view of their work and access to twenty non-life quoting tools; the source describes increased new-policy business without a numeric uplift.
Source: customer case study published by OutSystems. Brief prepared by Digital Alchimia.
DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE
What could this approach unlock for your business?
The useful next step is to connect the story to your own operating reality. Here are the questions we would bring into that conversation.
01
Organize the experience around an agent’s next task.
A consolidated customer view becomes useful when it leads naturally to a quote, a claim update or an authorization. Map those transitions with agents instead of copying the old screen structure. OutSystems professionals can help connect the workflow while preserving the rules held in the core systems.
02
Reserve business participation before committing the roadmap.
A portal cannot become easier to use through technical delivery alone. Identify the business people needed for decisions, testing and acceptance, and agree their availability with sponsors. Frequent releases work better when the team can obtain timely feedback on actual agent tasks.
START WITH THE WORK THAT NEEDS TO CHANGE
You bring the business challenge. We help shape the delivery team.
Digital Alchimia provides OutSystems professionals and delivery expertise for application development, modernization and evolution. Whether you need to reinforce an existing team or explore a new initiative, we can discuss the capabilities, responsibilities and next steps that fit your context.
A useful starting brief
✓ The process or customer journey you want to improve
✓ Where work waits, repeats or depends on disconnected systems
✓ The expertise already available in your team
✓ The outcome you want to measure and the timeframe to explore
Turn a promising idea into a useful conversation.
Tell us where your business needs to move faster and where your team needs additional expertise. Let’s explore an OutSystems approach shaped around your requirements.