The Challenge

Probroker required robust software solutions to manage their key processes, including policy management, claims, quotes, and communications. Their existing systems were outdated, leading to inefficiencies and difficulties in integrating with older protocols used by partner insurers. Additionally, they needed to transition from a single-company platform to a multi-company system, which posed significant technical challenges.

The Solution

Ingenius Software assembled a multidisciplinary team to develop two tailored solutions: • Pidgeon: A messaging management system designed to streamline communication within the insurance ecosystem. • B-Wise: A comprehensive service portfolio management tool for policies, claims, quotes, and commissions. Both systems were built using modern technologies like HTML, CSS, Bootstrap, jQuery, PHP, SQL, Laravel, and Vue.js, ensuring scalability, flexibility, and seamless integration with legacy systems.

Implementation Process

The project was executed in several phases: • Requirement Analysis: Collaborating closely with Probroker to understand their specific needs and challenges. • Design and Development: Building the systems with a focus on user experience and integration capabilities. • Testing and Integration: Ensuring compatibility with existing systems and protocols, despite their complexity. • Deployment and Training: Rolling out the systems and providing training to Probroker’s team for smooth adoption. The entire process was completed within a defined timeline, with continuous communication and feedback loops to ensure alignment with Probroker’s goals.

Results and Benefits

• Streamlined Operations: Probroker now manages policies, claims, and communications more efficiently, reducing manual effort and errors. • Scalability: The multi-company functionality allows Probroker to serve multiple clients seamlessly. • Improved Integration: Despite the challenges of outdated protocols, the systems integrate smoothly with legacy platforms. • Enhanced Client Satisfaction: Faster response times and accurate data management have improved client trust and satisfaction.