How did a bank unleash digital potential of branches to sell insurance? Having thousands of conversations with customers every day, the bank knows their concerns and biggest risks. To address those risks, the bank chose to expand its insurance offer to provide comprehensive protection for loan takers.  The bank decided to develop a standalone insurance products portfolio to open up new revenue streams.  One of the main business assumptions was selling insurance through bank’s wide network of branches.  Already having a complex range of banking products in the offer, the sales process needed to be fast and easy both for the customers and for the bank’s sales staff. 

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How did an insurer digitalize bancassurance and affinity processes? As Polish life insurance market was in a downward trend throughout recent years, our client decided to follow a growth strategy in the area of P&C insurance. Due to historical engagement in life insurance, successful implementation of the new strategy required adjustment of its IT systems architecture. To reach this goal a decision has been made to simultaneously modernize the core insurance system and implement new platform dedicated to products and distribution processes management.

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Improving claims management capabilities A specialist insurer operating on the Lloyd's market in London, with offices in Europe, Asia, and across North America. Sollers implemented ClaimCenter v9 awith the goal of improving efficiency of claims handling through more automation and streamlining of several crucial processes. Moreover, a two-way integration with the central Lloyds market repository of claims and documents was established through ECF Writeback. It was the first fully agile project in Client’s organisation and was then put as an exemplary agile application.

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