Unified Insurance Web Platform for a Financial Services Firm

A comprehensive digital platform for a financial services company to manage, explore, and educate users about insurance products, featuring interactive decision journeys and seamless Microsoft integration.

Unified Insurance Web Platform for a Financial Services Firm

Client Overview

A financial services company offering a diverse range of insurance products, looking to digitize and simplify access to its offerings.

Requirement

The client sought a comprehensive web application to serve as a centralized platform for managing, exploring, and educating users about various insurance products.

Key requirements included:

  • A single digital destination for all product interactions
  • A way to educate users through interactive, rule-based question journeys that guide them to the right offerings

Our Solution

We delivered a robust, scalable, and engaging platform using a modern full-stack architecture:

  • Built using .NET 6, Blazor, and Angular for a dynamic and responsive frontend experience
  • Designed interactive decision journeys powered by Neo4j to guide users based on logic-driven flows
  • Integrated with Microsoft Graph API for secure user management and collaboration features
  • Utilized Blob Storage, RabbitMQ, and Azure DevOps to handle file management, async messaging, and CI/CD pipelines
  • Leveraged SQL Server to manage structured data securely and efficiently

Results

  • All-in-one platform for customers to explore, compare, and manage insurance products
  • Improved customer engagement through personalized, rule-based recommendation flows
  • Increased product awareness via interactive education journeys
  • Streamlined internal workflows through seamless integration with Microsoft services
  • Faster go-to-market cycles using Azure DevOps and infrastructure best practices
  • Enhanced scalability and maintainability with modular architecture and message-based design

Interested in working with us?

Let's discuss how we can help your business achieve similar results.

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