Sales Portal for Insurance Agents
This user-friendly portal caters to sales agents of a leading life insurance company, offering seamless interaction with prospects, handling quotations, e-applications, underwriting, and claims throughout the pre-sale, sale, and post-sale processes. It seamlessly integrates with both SAP and eBao cores, facilitating premium and benefit calculations, account value management, policy data storage, and efficient claims and refunds processing. The platform features multiple database layers and services that align with current insurance products, riders, evolving legal and compliance standards, and incorporate emerging technologies like OCR, EKYC, and VoiceGate.
Gather business requirements from key stakeholders including Actuaries, Underwriters, Agent Managers, Legal, and IT Architects of other platforms, and devise optimal solutions to meet diverse needs of all parties.
Lead a team of 3-5 BAs to analyze workloads and ensure the balance between efforts and timelines to meet Business User expectations.
Conduct in-depth analysis of business requirements and deliver comprehensive documents including BRD, SRS, Sequence diagrams, API specifications, etc. on Confluence.
Collaborate with UI designers to conceptualize website screens and PDF generation, and develop detailed prototypes to showcase to stakeholders.
Transfer detailed requirements and elaborate complex logics to the development team for best understanding and execution.
Leverage Jira to optimally manage and align tasks among development team members in an Agile framework.
Technologies: SAP, eBao, OCR, EKYC, VoiceGate, Agile framework, API, Word, Excel, Powerpoint, Draw.io, Figma, HTML, CSS, Jira/Confluence