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Building a Cross-Platform Reporting App for Insurance Specialists

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Idea

SLK Bima Brokers have been in the insurance sector for the last two decades. They are the one-stop solution for insurance and have a sophisticated system in place to handle their operations.

Their .NET-based system has been quite effective. The system has been with their company for over a decade and has matured into a charming one. But there were a few gaps to fill.

Government entities play an important role in the insurance market because laws and regulations are constantly updated.

When SLK approached us and stated that they require a cross-platform mobile app for their POS team to help them with reporting and analytics. As government guidelines were involved, our technical lead went into a ticking time bomb.

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Country

India

Industry

Finance

Completion Time

5 months

Team Size

6

Tech Stack

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Cordova

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.NET

Target Devices

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Expectations

01

App Development

Build a fast-loading and user-friendly mobile application for their in-house Point-of-sales (POS) team. This was to enable their POS team to track their business targets and be updated about the dynamic government guidelines of the insurance market.

02

Specialized Reporting Feature

Understanding insurance rules and keeping a tab that each of these is followed consistently without fail was an utmost priority of this application. In this feature they wanted the POS team to be able to view their business reports and the government guidelines easily.

03

Dashboard

A platform to track the business and individual growth of POS team members, they wanted a dashboard that is easy to navigate. In this dashboard for the POS team, they had features to show analytics of sales and achievements. Independent virtual trial room to give unbelievable twists to digital shopping to deliver an immersive customer experience and satisfy next-generation users.

04

Versioning

Versioning is another important step needed by SLK as they want their POS team to be updated with every update released by the company.

Process

The development of reporting app for the Insurance POS team was long yet short journey. This project was led by our CTO along with, a Senior Backend Developer, App Developer, Frontend Developer, DevOps Engineer, and a Quality Analyst.

Well, in the first phase we went through the client’s existing server and system architecture. Along with this our team started working on UI designs of the application according to the client’s needs.

While working we have known the complexities, so we kept regular meet up with SLK, visited their premises, and attended various sessions with their staff members understanding insurance terms and rules.

Once we developed the application dashboard UI, calculator, and other features, we started the last phase of working on server APIs and integrating the application with the client’s legacy system. The journey was smooth as having technical support from SLK, system architecture knowledge, DB structure, server configuration, domain experience, and constant support led to the development of a user-friendly mobile application.

Design System

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Typography

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What We Delivered

Cross-platform App development

As the in-hour team user might use any platform, we went for a cost-effective approach and created a cross-platform app using Cordova. This also helped our team to deliver the product to our client faster. For the backend server, we went with . NET the same language the client software had.

Dashboard UI

Creating a simplified and handy UI that can be easily followed by the client’s Point of Sales team who have no prior experience with such reporting app. Our team ensured the continuous stream of incoming data, a vast amount of data stored already, and bifurcating the data to show comprehensible reports analytics on mobile for POS team members.

Reporting System Integration

At first, reports integration suffered a huge high side from the server end, as their servers were running locally. For efficient data handling, we brought it over to the cloud and then access the data over handheld devices without compromising security.

 

Premium Calculator

Terasol team worked on a full understanding of the motor insurance domain, its various process, and calculation for its development. This Premium calculator development was to aid POS during sales.

Legacy System Integration

Our client already had an excellent pre-existing software based on .NET. They have been using that software for a decade, with the SLK team’s technical support and our team system architecture knowledge we were able to integrate this application with their existing software.

Gallery

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What Client Says About Our Work

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Customer Support

 

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Value for Money

 

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Quality of Deliverable

 

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Overall Ratings

 

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"The app was delivered to us on time with full support from the team. They understood the requirement very well and gave us a product that met our needs. The after sale support is also terrific."

-Director, JMD Fincorp Pvt. Ltd. 🇮🇳

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