Some details
One of the US based insurance companies for years had been using various software programs and databases for their workflow processes – from lead to open order to closed order.
Goals
Develop a new rates / quote management system for internal and external clients
Flexible functionality Integrated with accounting, websites and third-party management software
Develop APIs / integrations so that
various software programs and systems both internal and external
A quoting / pricing management system was successfully developed, tested and implemented. A corporate intranet was also developed, tested and implemented. These systems were integrated with other 3rd party software.
