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
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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.
Automated Proposal Generation
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Duck Creek Platform
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Uniclass
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Hyland ECM
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API-first integration frameworks
Impact to Date
90-95%
99%
40-50%
25-30%
Business Impact
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Improved agent and customer experience through faster and more intuitive quote journeys
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Reduced operational risk by standardizing integrations across enterprise systems
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Lowered maintenance effort with a modern, modular platform architecture
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Accelerated rollout of pricing, rules, and coverage updates
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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.
