Case Studies

A flavour of recent projects delivered by the Perigon network. Full client details are omitted here but references can be provided on request.

Insurance & London Market delivery

Lead BA, QA and engineering work across Lloyd’s, company market and MGAs.

1. Broker portal & IRIS / D365 integration

Lead BA & QA · Lloyd’s coverholder · Specialty lines

Defined end‑to‑end journeys for quote, bind and endorsement across brokers and internal teams.
Shaped IRIS and D365 data model to support onboarding, sanctions and bordereaux reporting.
Owned test strategy and regression packs across portal, APIs and downstream finance feeds.
Supported go‑live, early life triage and handover into BAU support.

2. MGA data model & BDX / finance reporting

Data & integration engineering · MGA platform

Designed central SQL data model for policy, risk, claim and bordereaux data across multiple MGAs.
Implemented ADF pipelines & stored procedures for monthly BDX and finance reports.
Introduced data quality checks and lightweight monitoring for overnight loads.
Worked with finance & actuaries to ensure outputs matched regulatory and MI needs.

3. D365 CE implementation for specialist schemes

D365 / CRM consulting · Recruitment & niche schemes

Ran discovery, gap analysis and fit‑to‑standard sessions with operations and underwriting.
Configured D365 entities, forms and business rules for quotes, binders and bordereaux tracking.
Set up integrations with portals and document management including templated document generation.
Delivered training, support content and hyper‑care for first months post‑go‑live.

4. Test automation for insurance web & API estate

QA & automation · Multi‑product web platform

Developed test strategy across web, mobile and API layers for a portfolio of digital products.
Implemented Selenium / Playwright‑based automation for core journeys and high‑risk scenarios.
Integrated automated checks into CI pipeline with clear reporting for stakeholders.
Reduced manual regression effort before releases by more than 50%.

CRM & line‑of‑business examples

Outside pure insurance core systems we support CRM, portals and internal tooling where domain knowledge still matters.

5. Global CRM rollout with regional underwriting teams

BA & CRM consultant · Dynamics 365

Gathered requirements from regional underwriting & broking teams across multiple territories.
Shaped lead, opportunity and pipeline model that matched local realities and central MI needs.
Worked with devs to design integrations with policy admin and document management.
Supported UAT, training and phased cut‑over.

6. Data warehouse feeds & management reports

Data engineering · Azure & SQL

Defined canonical contract for policy, risk and claim data across AS/400 and modern platforms.
Implemented ETL / ELT and validation rules to support finance, actuarial and regulatory reports.
Documented lineage and field definitions so future teams could build on the model.