Digital Sales Management at a Top Insurer in the German Market
Modernization with Low-Code: Fast, Flexible Adjustments for Efficient Contract Processing at a Leading German Insurance Company.
The „Field Service Workplace“ application has proven itself as a central tool for field service employees for over 25 years. It offered comprehensive CRM functions and the ability to efficiently process insurance policies. However, with growing technological demands and changing market conditions, the system could no longer flexibly enough address new challenges such as legal changes or tariff models. Therefore, the decision was made to replace it with modern and future-oriented technology. A low-code architecture with Pega and SAi as the target system now enables quick and efficient adjustments as well as the integration of additional business requirements such as TAA routes.
From the Requirements Catalog to the Perfect-Fit Solution
With precise needs analysis and structured solution design, we create a flexible foundation for the future.
evia was brought in to successfully implement the replacement of the first core function, the agency diary, after previous attempts had not yielded the desired results. When we took over the project, there was a requirements catalog with over 300 items, which, however, did not cover the actual needs of the application to be replaced. Through an intensive analysis of the existing requirements, we quickly realized that a realignment was necessary. At our recommendation, the requirements were captured systematically and structurally in order to precisely understand the actual needs. This allowed us to develop a perfectly tailored solution design that not only solves the existing challenges but also provides a sustainable and future-proof foundation for further developments. This ensures that field service employees can continue to work efficiently and successfully, while the system can flexibly respond to future changes.
Mastering Challenges – Structured Approaches for Sustainable Project Success
Complex requirements, time pressure, and user orientation – how evia realigned the project under difficult conditions.
Trust
Crisis management
Decision-making processes
Risk mitigation
Leadership
Increasing skepticism in decision-maker circles regarding project success led to increased attention and high expectations from management.
Process optimization
Requirements analysis
Adaptation strategies
Project renewal
Decision point
After a 1.5-year project duration, 300 requirements had been documented. The project team faced the decision of whether a restart was necessary or if the requirements should be revised and adapted.
Data structure
Attribute Management
Data integration
Server synchronization
Error-free processes
The underlying data model comprised over 50,000 attributes and had to be mapped to ensure seamless interaction between the host and server systems.
End user understanding
Customer feedback
Sales Optimization
User Experience
Process adjustment
One of the biggest initial tasks was to understand the actual use of the agency diary by end users and to correctly derive the resulting sales impulses, such as advice on insurance cover when moving house.
Deadline Management
Error prevention
Time optimization
Efficiency increase
Pressure to succeed
Since 1.5 out of the total 2 years of the project's duration had already passed, the required functionality had to be delivered within a maximum of 6 months – a tight timeframe with no room for error.
All the actors were incredibly strong – together we were the strongest team I’ve ever had.
Guido Mastrolorito, Head of Banking & Insurance
Successful Transformation of the Agency Diary
With precise solutions, efficient change management, and sustainable rollout for trouble-free operation.
At the beginning of the project, requirements management was completely restructured to clearly and purposefully answer the central question: „What is needed and how will we implement it technically?“ In close collaboration with the Digital Sales units and subject matter experts, this created a solution space that enabled precise and needs-based results.
Evia's proposed solution went beyond the obvious and also addressed a previously overlooked problem. Thanks to a well-thought-out architecture, precise and efficient I/O processes (HOST) could be implemented, which significantly reduced the transaction costs for providing the agency diary function.
After defining the solution and a positive feasibility assessment, we went beyond mere implementation. Through close coordination with marketing and coordinated expectation management, we ensured that the change process went smoothly.
Targeted measures to change the mindset and a customized rollout enabled a smooth integration of the solution, which was fully accepted by the specialist departments and thus contributed to sustainable, trouble-free operation.
Stable and modern sales management in record time
With a customized solution from evia, the company increases efficiency, flexibility, and cost savings.
In just six months, evia has implemented precise and powerful sales management – even under demanding conditions. After 1.5 years without significant progress, we took on the task as a „fire brigade“ and jointly implemented a comprehensive solution that will advance the company sustainably.
One year after its introduction, the stability and reliability of our solution have been confirmed. Only eight bug tickets were registered, seven of which turned out to be user errors. The eighth ticket prompted the development of a new feature that further optimizes the solution. This further development proves that we have not only implemented a solid solution but a system that grows with the company and meets future requirements.
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