Canara-HSBC Life Insurance
Empowering the Digital Insurance Journey for Canara HSBC Life Insurance
Enhancing the online insurance buying experience with advanced technology and seamless integrations.

Challenges
Complex Buying Process
The existing insurance buying process needed to be clearer and more convenient, deterring potential customers from completing their purchases.
Limited Personalization
The lack of personalized options made it difficult for customers to find insurance plans that genuinely matched their needs
Integration Gaps
Seamless integration with third-party services for crucial functionalities like authentication, document scanning, and payment gateways was lacking.
Solutions
Streamlined Journey
We designed a user-friendly, multi-step journey that simplifies the buying process into lead generation, quoting, payment, proposal submission, and document upload stages.
Personalization
Leveraging advanced technologies like AEM Adaptive Forms and AEM LiveCycle Designer, we collected extensive user information and generated dynamic PDFs, allowing for personalized insurance plans.
Robust Integrations
By strategically integrating with services such as Karza, Fulcro, NSDL, and Netcore, we enriched the journey with features like mobile authentication, document scanning, address matching, and secure payment gateways.
Enhanced Security
AEM Cloud Manager and AEM Enterprise Servers ensured a secure deployment, safeguarding sensitive customer data.
Outcome
Simplified Buying
The digital journey we created significantly simplified the insurance buying process, encouraging more users to complete their purchases.
Personalized Experience
With over 250 fields of user information, we were able to provide personalized insurance solutions that catered to each customer's unique requirements.
Seamless Functionality
Third-party integrations improved the journey's functionality, enabling features like document scanning, mobile authentication, and seamless payment gateways.
Enhanced Security
The enhanced security measures instilled confidence in customers, ensuring their sensitive data remains protected.