Innovative Platform

Overview

For this project, our challenge was to create a policy portal and claim management system that synchronises with Proclaim, so all work could be done as seamlessly as possible.

We also added customisable dashboards, so each user can build the charts they need, with reports and invoices generated for both claims and policies. We have worked closely with our client's team for over five years, continuing to implement the best solutions to help them work easily.

The challenge

The broker's team relied on Proclaim, but needed a dedicated portal for policies and claims - without creating a second source of truth or re-keying data between systems.

The solution

We built the platform with a real-time, two-way Proclaim integration: a claim created in our system appears in Proclaim and vice versa. On top of it sit a policy portal with renewal filtering, end-to-end claim management with customer notifications, automated weekly or monthly invoicing, customisable dashboards and a mobile app.

What we delivered

• 01Two-way Proclaim syncClaims and policies synchronise in real time in both directions between the platform and Proclaim.
• 02Claim managementClaims managed from creation to completion, including editing and customer notifications.
• 03Policy portalPolicies created in the system, with filters to see which are active or due for renewal.
• 04Automated invoicingInvoices generated weekly or monthly from the data in the system.
• 05Customisable dashboardsEach user chooses the charts and layout they need, with real-time reporting.
• 06Mobile app & APIAn Android and iOS app connected through the platform API.