Case Study

Reimagining the Quote-to-Proposal Experience for a Global Insurance Firm

Industry

Insurance

Location

USA

Our Contributions

Core Platform Modernization, Quote Orchestration, API Integration, Experience Transformation

Technologies

Duck Creek, Uniclass, Hyland ECM, API-first Architecture

Coforge partnered with a leading US-based Property and Casualty insurance firm to modernize its quote-to-proposal process and significantly enhance agent and customer experience. The existing process was manual, time-intensive, and heavily dependent on legacy systems, resulting in delays and inefficiencies.

By implementing a digital, end-to-end quote and proposal orchestration platform, Coforge transformed a fragmented workflow into a near real-time, seamless experience. The solution enabled faster quote generation, improved agent productivity, and enhanced customer engagement.

Transformation Timeline

Phase 1

Current state assessment and process mapping

Phase 2

Architecture design and integration strategy

Phase 3

Platform development and orchestration enablement

Phase 4

Automation, optimization, and rollout

Drag

The Challenge

The insurer relied on a time-consuming manual quote proposal process, resulting in turnaround times of several hours. This impacted agent productivity and delayed customer responses, affecting competitiveness in a fast-moving market.

Legacy systems introduced operational risks and dependencies, while complex integrations across Duck Creek, Uniclass, and Hyland ECM created inefficiencies and increased the likelihood of conflicts. Additionally, the lack of proper documentation made system changes and integrations difficult to manage.

They needed a scalable modern solution to streamline quote generation, reduce turnaround time, and deliver a superior agent and customer experience.

Our Approach

Digital Quote Orchestration Platform

Designed and implemented an end-to-end platform to orchestrate quote and proposal generation across multiple systems in near real-time.

Guided Agent Experience

Delivered a structured, intuitive journey for agents to create and manage quotes efficiently with minimal manual intervention.

Seamless System Integration

Enabled standardized, API-first integration across core systems, including Duck Creek, Uniclass, and Hyland ECM, to ensure smooth data flow and interoperability.

Automated Proposal Generation

Automated the creation of personalized proposals, significantly reducing turnaround time and improving customer experience.

Modern Modular Architecture

Established a scalable and flexible architecture that reduced dependency on legacy systems and simplified ongoing enhancements.

Partner / Technology Ecosystem

Duck Creek Platform
Uniclass
Hyland ECM
API-first integration frameworks

Impact to Date

90-95%

Reduction in quote turnaround time

99%

Of proposals generated within 30 seconds

40-50%

Improvement in agent productivity

25-30%

Faster change cycles

Business Impact

Improved agent and customer experience through faster and more intuitive quote journeys
Reduced operational risk by standardizing integrations across enterprise systems
Lowered maintenance effort with a modern, modular platform architecture
Accelerated rollout of pricing, rules, and coverage updates
Strengthened system reliability and governance with well-documented integrations

Coforge helped the insurer transform a slow, manual quoting process into a fast, automated, scalable digital experience, enabling near real-time proposal generation, improving productivity, and enhancing overall customer and agent satisfaction.