Global Insurer Implements Online Policy System

Challenge

  • Client’s interaction with brokers was manual via phone or spreadsheet, nothing automated​
  • Inability to track and quantify conversion ratios of inquiries to policies​
  • Fulfillment of inquiries took several days due to manual processes​
  • High rate of data entry errors and no defined repeatable workflow
  • Not possible to monitor risk exposure for geographic regions

Solution

  • Provided a secure, easy to use, website allowing brokers to purchase terrorism insurance​
  • Provided a secure API for 3rd party software integration into the policy binding workflow​
  • Automated manual processes and implementation of defined workflow

Value

  • Standardize and streamline the workflow for purchasing terrorism insurance ​
  • Allows brokers to receive, quote and bind a policy in minutes​
  • Allows our client and their subsidiaries to build canned and ad-hoc reports on conversion rates and risk exposure
Working globally with our client and subsidiary, Green Leaf created a secure online application allowing brokers to purchase insurance coverage.
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Biopharma Services Company Deploys White-Label Reporting & Analytics​

Challenge

  • Valuable data was manually controlled, formatted, and presented ​
  • The client required a means by which reporting & analytics could be presented in a white-label portal​
  • Power BI portal had to be updated to handle a method of retrieving and storing reports as well as a mechanism for nightly processing

Solution

  • Developed a web-based portal with Power BI reports embedded in a secure management system​
  • Added features to help our client scale as new reports & analytics are delivered​
  • Created an administration utility allowing the client to customize branding and data access levels

Value

  • Provides ability to monetize data at varying levels through a branded portal​
  • Legacy reports previously delivered via PDF are now consumed in an interactive, real-time, digital experience​
  • Added features comply with CFR Part 11 audit requirements

Using minimum viable product (MVP) development techniques, Green Leaf created a solution that was profitable for the client within the first year.

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