Insurance ERP: Policy Tracking, Compliance, and Client Management

Enhancing client management, policy tracking, and compliance through automated workflows, centralized data, and system integration


Our client was an insurance company that catered to both individuals and businesses. They had expertise in evaluating risks and providing financial coverage. The company offered life, health, travel, home, and personal transport insurance to individuals. For businesses, they provided property, vehicle, disaster, financial loss, and other types of insurance products.

Project duration

12 months (MVP)


  • Risk Assessment and Management: Ensuring accurate risk assessment and management across various insurance products.
  • Client Information Management: The lack of a centralized system for managing client information led to inefficiencies in communication and service delivery.
  • Policy Tracking: Tracking policies across different stages helps reduce the risk of regulatory breaches, financial penalties, and reputational damage.
  • Compliance Adherence: Navigating complex regulatory requirements, including licensing, capital requirements, and product approval.
  • Data Privacy and Security: Ensuring data privacy and security in compliance with regulatory standards like eSign.
  • Integration with Other Systems: Seamless integration with IP telephony, payment, and accounting systems was necessary for operational efficiency.
  • Report Policy Violations: Ability to report suspected policy violations within the system for investigation.

Client Requirements

  • Automation: Automated workflows to improve efficiency.
  • Centralized Data Management: A centralized platform for managing client information and policy data.
  • B2C and B2B Access: Two types of access tailored for both individual and business-facing departments.
  • Monitoring and Alerts: Monitoring and alerts for compliance and risk management.
  • Conflict of Interest Detection: Conflict of interest detection and monitoring to reduce regulatory risks.
  • Reporting and Disclosure: Automates reporting capabilities for management information and regulatory disclosure.
  • Web and Mobile App: The customer application should display the terms of the current insurance policy and provide clients with a convenient way to submit an insurance claim, send necessary documents to the manager, track the progress of the claim, and keep clients updated on any changes to the company policies.


Our team collaborated with the client’s company through an outsourcing model, actively involving their employees and stakeholders throughout the project to ensure that the outcome met all requirements.


Automated Workflows
Role-based Access Control
Customizable Reporting
eSign Integration
Policy Tracking
Automated Ethics and Compliance Program
Reporting Policy Violations
Web and Mobile App


1 Project Manager
1 UX/UI Designer
3 Back-end Engineers
3 Front-end Engineers
3 Quality Assurance Engineers
1 Tech Lead
1 DevOps Engineer


  • Automated workflows and centralized data management reduced manual efforts by 40%
  • Compliance features ensured regulatory adherence, resulting in a 28% reduction in compliance-related incidents and penalties
  • Web and mobile applications increased client engagement by 60%, providing convenient access to policy information and claim submission.
  • Two-factor authentication and data leak prevention measures bolstered data security, reducing the risk of data breaches