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
The Challenge
The business faces limited market expansion due to the lack of integration with an eSIM provider such as Airalo, along with the absence of sales intelligence, which restricts insight into customer purchasing behavior. Additionally, an unoptimized user experience has resulted in low conversion rates and engagement. From a technical perspective, challenges include data mapping inconsistencies between the Airalo API and Medusa JS, managing API rate limits and large-scale data fetching, and ensuring that synchronization processes are secure, scalable, and fault-tolerant.
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.
Leap
Improving Sales & Operational Efficiency
Leap is a sales enablement platform provided to PrishaPolicy's point-of-sales personnel. It allows seamless management of customer information, policy details, sales transactions, and supporting documentation, ensuring greater visibility and control throughout the sales process.
Client Portal
Bridging Digital Experience Gaps
The Client Portal empowers clients' employees and HR teams to access company-provided policies, submit claims, and monitor policy status. This self-service platform enhances transparency, improves user experience, and reduces dependency on manual support channels.
Broker Portal
Simplifying Complex Policy Management
The Broker Portal is used internally by PrishaPolicy employees to configure policies and manage endorsements, particularly for corporate clients. It centralizes complex policy configurations and endorsement workflows, significantly improving accuracy and operational efficiency.
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.
W3
Strengthening the Digital Presence
W3 serves as PrishaPolicy's primary website and digital storefront. It communicates the company's mission, products, and services while delivering an engaging, informative experience for prospective customers and partners.
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.
Other Case Studies
Centuro Global
Revolutionizing global mobility services to deliver swift, cost-effective solutions for...
Akoya
Streamlining itinerary planning and enhancing the travel experience through intelligent...
TellGo
TellGo provides seamless global connectivity through eSIM technology combined with a...
BillMart
Providing comprehensive trade finance solutions through Working Capital Loans, Channel...
H&S Store
Kuwait's Premier Electronics Retailer - Transforming retail operations with real-time...
Empathable
AI-powered healthcare training platform with patient simulation for clinical conversation...
