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.