Starting situation
As part of the TAA program (Tarification, Offer, Application), a foundation was created at an insurance company to digitally map insurance products: from rate calculation to application submission.
The goal was to establish uniform system logic for various segments such as health and life insurance. Brokers, internal sales teams, and end customers should all have access to intuitive, digital application processes, regardless of their entry point.
The vast number of products, tariffs, and systems involved created a complex initial situation that needed to be solved in a structured and scalable manner.
Challenges
Modernize legacy systems
Replacement of existing systems and transition to a modern, flexible platform.
Integrate complex system landscape
Interplay of new and existing systems with different technical requirements.
Rebuild digital application processes
Development of seamless, user-friendly processes for various target groups.
High dynamism through releases
Managing constantly changing requirements and release scopes.
Many stakeholders coordinate
Coordination between departments, IT, and external stakeholders.
Integration into existing sales channels
Integration into existing websites and digital sales systems.
Solution
What our expert says
Salvatore Casale
Expert Consultant
„The essential challenge was to connect established legacy structures with modern digital application processes and to create a consistent, scalable platform for different user groups from this.“
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