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Delivery Case Studies

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Proven Delivery Case Studies

Selected examples of insurance technology and transformation programmes delivered by our team. Client details have been anonymised where appropriate.

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Cloud platform Insurance products CRM Payments

Greenfield cloud platform: insurance distribution + CRM

Challenge

Requirement to build a digital platform from scratch to support multi-product broker journeys, customer self-service, document handling, payments, and customer management with predictable delivery.

Solution Delivered

  • Specifications and user stories for multi-product buying journeys (personal and commercial lines).
  • Aggregator hosting via a third-party provider (product exposure + journey orchestration).
  • Payment gateway specifications and API integration approach for Stripe, GoCardless and premium finance (annual & monthly).
  • CRM design and delivery scope covering subscriptions, leads, pipelines/deals, KYB/KYC, policy and payment visibility, plus Outlook integration.
  • Training content (platform onboarding + London Market insurance basics) and structured enablement sessions.
  • Support operating model: triage, prioritisation, release planning and BAU ticket handling via Freshdesk.
Delivery Approach

Two-week sprints, backlog governance, stakeholder reporting (CTO/CFO level) and coordination across offshore teams and vendors to keep delivery predictable.

Role

Technical Product Owner / BA + Scrum Master (multi-stream).

Technology & Tools
AWS CRM (custom) Stripe GoCardless Premium finance Jira / Azure DevOps Freshdesk
Outcome

A single platform that supports product growth, compliant onboarding, payments and operational support with clear traceability from requirements → release.

Dynamics 365 Financial Lines MGA Integrations

UK Financial Lines MGA (Dynamics 365 CRM)

Challenge

Specialist UK underwriting agency operating as an MGA in the financial lines market requiring customised workflows, document automation, controlled testing and third-party integrations.

Solution Delivered

Customisation

  • Dynamics customisation across entities, forms, views and web resources (JavaScript/HTML)
  • Business Process Flows and Business Rules to guide underwriting and control data quality
  • Plugins and custom workflows in C# to extend out-of-the-box capability

Automation & Integrations

  • Power Automate flows for policy document generation, renewal quotes and policy/quote emails
  • Third-party integrations using C# Web APIs for quote rating and risk submission
  • Reinsurance integration patterns to support downstream reporting and controls

Products Supported

  • Directors & Officers (D&O) and NED Protect
  • Employment Practices Liability (EPL) and Commercial Crime
  • Pension Trustee Liability (PTL), Warranty & Indemnity (W&I), Contingent Risk
Delivery Highlights

Custom entities, forms and role-based access; BPFs, business rules, plugins and workflows (C#); Power Automate for documents, renewals and email journeys; API integrations for rating, submissions and reinsurance.

Technology
Microsoft Dynamics 365 Power Automate C# Web APIs JavaScript / HTML Plugins & Workflows
Outcome

An integrated underwriting and CRM environment supporting operational workflows, automated document generation, ratings, and downstream reporting controls.

Data migration Documents Reconciliation Audit-ready evidence

Policy, claims & document migrations across insurance and reinsurance

Challenge

Migrating legacy policy, claims, reserves/paid transactions and associated unstructured documents between core operational platforms while satisfying multi-layer reconciliation and audit assurance standards.

Solution Delivered

GENIUS → ECLIPSE

Policy + claims migration with mapping sheets, mandatory field validation and reconciliation packs.

IRIS → DOCOSOFT

Document migration with structured metadata, indexing and controlled exception handling.

SQL Server → ClaimCentre

Claims transactional movement (paid/reserve) with financial/non-financial balancing and sign-off support.

Always included

• Field-level mapping sheets
• ETL updates + defect triage
• Reconciliation & evidence packs

Responsibilities

  • Requirements workshops across business and IT, including type list/value requests with config teams.
  • ETL build and change control; incident/change tracking (e.g., ServiceNow) and backlog governance (DevOps).
  • Financial and non-financial reconciliation at multiple layers (source → staging → target → reporting).
  • Audit blueprint creation and delivery interface with external auditors (e.g., KPMG/EY) at go-live.
  • Training materials for Lloyd’s/Syndicate/RITC topics to bring teams up to speed quickly.
Technology & Systems
GENIUS ECLIPSE IRIS DOCOSOFT SQL Server ClaimCentre ServiceNow / DevOps
Outcome

Controlled migration with clear reconciliation logic, auditable evidence, and stakeholder sign-off.

BAU support Policy admin SQL reporting

Core policy administration BAU + change delivery

Challenge

Managing operational requirements, defect fixes, downstream system impacts, and underwriting reporting across core policy administration systems.

Solution Delivered

  • High-quality BA outputs: user stories, acceptance criteria, functional/non-functional specs and business cases.
  • End-to-end analysis of impacted downstream systems and technical data flows.
  • Operational change requirements capture with underwriters and ops teams (enhancements + defect fixes).
  • Scheduled SQL reporting for underwriting and bureau/transaction processes (e.g., EPI vs RPI, overnight message processing, claims movement).
Systems
GENIUS IRIS SQL Server
Outcome

Reduced ambiguity in BAU delivery, improved traceability of change, and repeatable reporting outputs aligned to business needs.

Digital distribution Aggregators Renewals MTA workflows

Aggregator-driven insurance platform with renewals & MTAs

Challenge

Delivering backend services, payment handling, automated renewal processes, and MTA workflows for high-volume sales across aggregator distribution channels.

Solution Delivered

  • .NET Core Web APIs for policy purchase via client/admin portals and aggregator channels.
  • Aggregator integrations per product (e.g., iWonder, Comparison Creator) with dedicated APIs and journey handling.
  • Stripe payments, SendGrid email services, SQL Server storage + stored procedures and scheduled jobs.
  • Renewal automation with two schedulers: one-month pre-expiry notifications + renewal quote processing on expiry.
  • MTA workflow catalogue by product (vehicle/cycle/caravan changes, cover level changes, customer/contact updates).
Products Delivered

Car Breakdown, GAP, Caravan and Cycle (plus add-ons) with clearly defined cover levels and operational handling.

Tech Stack
.NET Core C# automation Stripe SendGrid SQL Server Schedulers
Outcome

A stable distribution engine for high-volume aggregator sales, with repeatable renewals, MTAs and operational controls.

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