Fulcrum helps a Life Insurance Company expand their customer service using a Liferay Web Portal

The client decided to expand their customer Service activities by offering a web application interface to their customers. This application needed to be available for customers 24/7 in online mode, as well as allow the business development managers to use the mobile app in both online and offline mode. Fulcrum decided the web-based customer portal needed to uses the built-in features of Liferay to the maximum extent possible.

SIGNIFICANTLY REDUCES THE AMOUNT OF EFFORT REQUIRED IN PROCESSING THE SERVICE REQUESTS ON LOCATION.

Our Story

The application was an integrated system covering Lead Management, online Sales on web and mobile, user management and system administration. It needed to enable employees to track and convert leads, as well as service the customers. Agents and customer would be able to get the detailed information about products, calculate premium, track application status save quotes and proposal forms filled and make payment for the purchase and sell as per customer need.

Building a Solution

The building blocks of the web portal were built up as a collection of independent Spring-based port-lets and services. This ensured that the business logic contained in these port-lets can also integrate with any other client application. An Enterprise Service Bus (ESB) built with WebSphere Message Broker was used to wire up the Liferay-based web module with the backend applications. The system consisted of a number of discrete components that must all be able to work together.

Content Management

Content management was driven by Liferay’s native CMS. Internal bulk data processing that needed to be performed within the Liferay-based customer web module was driven through Spring Batch jobs triggered by Quartz enterprise schedulers.
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Results

The application was able to provide a platform to generate revenue by providing means to sell policies online. It also added an additional channel apart from distributors, agency and branches. Fulcrum’s solution was able to integrate with the core insurance product of the client using workflows to update the customer, application and payment details.
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