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
Outcomes
:
- 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.
