Streamlining Insurance Operations with Impiger’s Mobile Application for a Leading Insurance Company

Insurance Technology

Industry

6 Months

Duration

Mobile

Platform

Mobile Application Development, Customer & Agent Management, Workflow Automation, Integration Services

Services

Enhanced distributor and customer servicing, 360-degree view for agents and customers, improved renewal and persistency tracking, optimized recruitment and new business processes

Impact Metrics

Overview of the Project

Impiger developed a mobile application for a leading insurance company to streamline daily operations for customers, distributors, and agents. The solution integrates multiple modules including servicing, recruitment tracking, renewals, and new business monitoring, providing a unified platform that improves operational efficiency and delivers a holistic 360-degree view of customer and agent activities.

Challenges

  1. Disparate systems created inefficiencies in distributor and customer servicing.
  2. Agents lacked consolidated visibility into customers and ongoing tasks.
  3. Renewal and persistency tracking was manual and error-prone.
  4. Recruitment and new business monitoring were scattered across tools.

Approach

  1. Developed a mobile-first application integrating customer, agent, and distributor workflows.
  2. Built modules for renewal tracking, recruitment funnel, and new business monitoring.
  3. Delivered a unified 360-degree view for agents and customers.
  4. Streamlined daily operations to improve efficiency and accuracy.

Key Components / Integrations

Distributor Servicing – Provides distributors with tools to manage customer interactions and transactions.

Customer Servicing – Enables users to track policies, submit queries, and access services digitally.

360-Degree Customer & Agent View – Consolidates all relevant data for better decision-making.

Renewal and Persistency Module – Tracks policy renewals and ensures retention.

Recruitment Funnel – Monitors recruitment activities for agents and field staff.

New Business Tracking – Provides real-time insights into policy issuance and performance.

Integrations – Connects with core insurance systems, CRM, and reporting tools.

Scalability – Architecture supports adding future modules and integrations.

Accelerators / IP Used

We leveraged reusable modules for agent dashboards, renewal tracking, and recruitment workflows, along with notification and reporting templates. These accelerators reduced development time, ensured consistency, and enabled rapid deployment across the insurance ecosystem.

Outcomes / Impact

  1. Improved operational efficiency for distributors, agents, and customers.
  2. Consolidated view enabled faster decision-making and better customer service.
  3. Automated renewal and persistency tracking reduced errors and missed opportunities.
  4. Streamlined recruitment and new business tracking increased workforce and sales effectiveness.

Before

  1. Multiple systems managed customer and agent data inefficiently.
  2. Manual renewal tracking led to missed policies and delays.
  3. Recruitment and new business insights were fragmented.
  4. Agents lacked holistic visibility of their customers.

After

  1. Unified mobile app with integrated modules for all stakeholders.
  2. Real-time tracking for renewals, recruitment, and new business.
  3. 360-degree view enhanced agent productivity and customer satisfaction.
  4. Automated workflows reduced errors and increased operational efficiency.

What’s Next

Future plans include AI-driven customer insights, predictive analytics for renewals, chatbot-based customer support, and enhanced mobile reporting dashboards. Multilingual support and additional integrations with third-party insurance platforms are also planned.

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