Case study · Insurance
Making exchanges around multi-fund insurance contracts more reliable
Saint-Martin Finances wanted to create software serving as an interface between insurance companies, their customers and their prescribers, with the objective of dematerializing the documents exchanged during the life of the contracts.
The need
Digitize documents without losing management controls
The middle office was to allow the disappearance of paper documents sent to companies by clients and advisors, within the limits of applicable regulations.
It also had to carry out online controls previously carried out by the companies in order to limit management errors, then evolve over several years.
- Company, customer and prescriber interfaces
- Online controls of operations
- Dematerialization of documents
- Management of subscriptions and operations
- Desktop, tablet and mobile versions
PartITech Intervention
An achievement organized in batches over several years
PartITech intervened based on the functional specifications of Saint-Martin Finances and with a creative team for the interfaces.
Technical design
Data model, MVC architecture and organization of complex modules.
Production Team
Supervision of a technical project manager, developers, HTML integrators and testers.
Phased delivery
Progressive division of the software and mobilization of the team over several years.
Acceptance testing and follow-up
Supervision of validation, then maintenance, developments and integration of the software with clients.
The solution achieved
A modular base for insurance operations
Business modules in PHP
The software covered in particular the transfer of subscriptions and transaction forms.
Extensions and white label
The rights to the units of account and products, as well as the white label, were organized in the form of overloadable plug-ins.
Documents and graphics
The project generated PDF and Excel views as well as PDF-compatible vector graphics.
Mobile applications
Appcelerator Titanium Mobile was used in the technological context of the time to generate iOS and Android applications.
Documented results
Automated and controlled exchanges
The project report published in the CMS mentions a 90% reduction in manual entries and verifications, the elimination of management errors and the updating of information in real time.
- Facilitated exchanges between the different stakeholders
- Transmission of complete and reliable information
- Customer and prescriber interfaces
- Maintenance and subsequent integrations entrusted to PartITech
Business application
Scope the recovery or creation of business software
We can analyze the rules, data exchanges and risks of your application before any technical trajectory.