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Digitizing insurance onboarding with a custom Mobile app for future Generali

Insurance & Financial Services

Industry

5-6 Months

Duration

Mobile (Android / iOS)

Platform

Mobile App Development, eKYC Integration, Workflow Digitization, Dashboard Development

Services

Faster onboarding, reduced paperwork, and enhanced compliance.

Impact Metrics

Overview of the Project

Future Generali India Insurance needed to simplify and digitize its manual, paper-driven customer onboarding processes for employees, partners, and agents. Impiger developed a custom mobile app that combined e-application workflows, video KYC, document capture, and product details into one seamless digital journey. A CMS dashboard was built to give supervisors and back-office teams better visibility into onboarding progress and compliance.

Challenges

  1. Lengthy paper-based processes delayed policy issuance.
  2. Manual verification increased errors and compliance risks.
  3. Agents lacked real-time access to product details.
  4. Tracking onboarding status was difficult without centralized visibility.

Approach

  1. Designed a mobile-first solution for employees, partners, and agents.
  2. Digitized the entire e-application process including forms and validations.
  3. Integrated document capture and upload to replace physical submissions.
  4. Added video KYC for compliance with IRDAI guidelines.
  5. Built a CMS dashboard for supervisors to track onboarding progress and approvals.

Key Components / Integrations

E-Application Workflow

Digital forms with validations and submission.

Document Capture

Upload ID proofs, income docs, and signatures via camera.

Product Details & Questionnaire

Interactive Q&A to match customer needs with policies.

Video KYC

Live verification to meet regulatory standards.

Benefit Illustration

Instant generation of personalized policy benefit summaries.

CMS Dashboard

Central monitoring for policy applications, pending KYC, and agent activity.

Accelerators / IP Used

Reused secure authentication modules and eKYC integration patterns. Pre-built dashboard templates and mobile UI components were leveraged to speed up delivery.

Tech Stack

Outcomes / Impact

  1. Faster onboarding with reduced cycle times for policy issuance.
  2. Paperless process improved compliance and reduced errors.
  3. Video KYC ensured regulatory adherence while making onboarding convenient.
  4. Agent productivity boosted through access to product details and digital tools.
  5. Supervisors gained visibility via a CMS dashboard, reducing manual follow-ups.

Before

  1. Manual, paper-heavy onboarding
  2. Slow KYC verification
  3. Agents depended on offline brochures
  4. Difficult to track onboarding status

After

  1. Fully digital onboarding via mobile app
  2. Instant video KYC and document capture
  3. Interactive product Q&A and benefit illustrations
  4. Real-time onboarding visibility through CMS dashboard

What’s Next

Planned roadmap includes multilingual support, integration with digital payment gateways, AI-based risk profiling, and analytics dashboards for measuring agent performance and onboarding trends.

Like to know more? Talk to our experts who worked on the project.

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