Prisha Policy
As a prominent insurance broker in the industry, their priority is to safeguard clients assets and liabilities, whilst embracing calculated risks. Prisha Policy faced an array of challenges that threatened to hinder this mission, and we built a precise yet expressive solution in close collaboration.
YEAR
2024
CLIENT
Prisha Policy Insurance Brokers
SCOPE
PLATFORM
Web
Our Solutions
To address key operational, sales, and digital experience challenges, PrishaPolicy implemented a suite of purpose-built web applications. Each solution targets a specific business problem while collectively enabling end-to-end efficiency across the policy lifecycle.
Vantage
Solving Sales Inefficiency & Data Fragmentation
Vantage is an internal web application designed to streamline sales, promotions, and policy management. By centralizing customer acquisition and policy administration workflows, Vantage enables teams to manage sales operations more efficiently while reducing data silos and manual effort.
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Advantage
Putting Benefits in Employees' Hands
Advantage is a multi-tenant benefits platform PrishaPolicy offers to the corporate clients they sell group policies to. It gives each company's employees a single place to understand their coverage, access their health card and benefits, and raise claims, while HR teams and brokers manage policies, employees, and claims behind the scenes.
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Speed Machine
Driving Automation & Integration
Speed Machine integrates insurer-provided APIs to automate policy purchase workflows. By enabling a seamless handoff from customer to insurer, it reduces manual processing, accelerates transactions, and minimizes the operational burden on brokers.
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Leap
A sales enablement platform for PrishaPolicy's point-of-sales personnel, managing customer information, policy details, sales transactions, and supporting documentation.
Client Portal
Lets clients' employees and HR teams access company-provided policies, submit claims, and monitor policy status without going back through manual support channels.
Broker Portal
Used internally by PrishaPolicy employees to configure policies and manage endorsements, particularly for corporate clients.
W3
PrishaPolicy's primary website and digital storefront, communicating the company's mission, products, and services.
Our Approach
Stakeholder-driven discovery
Conducted detailed discussions with leadership and operations teams to understand workflows, root causes, and long-term goals.
System integration-first design
Ensured Vantage integrated seamlessly with existing databases and systems to enable data sharing and automation.
Analytics-led architecture
Built a strong analytics layer to transform operational data into actionable insights.
Future-ready ecosystem evaluation
Assessed compatibility with enterprise CRM tools such as Salesforce, SAP, and Frappe to support future integrations.
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