Innovating Insurance · Digital Claims Platform
Transforming a blue-chip legacy insurance business with Power Platform - cloud, mobile, and live management insight in one place.
The problem
A listed insurer running on yesterday's stack
A listed, diversified insurance provider needed to modernise legacy on-premise infrastructure, enable remote working at pace, and surface actionable management insights across the business - without disrupting the systems the team still depended on every day.
What we solved
Five pain points, one Power Platform
Legacy systems, integrated
On-premise systems are wired into Dataverse via KingswaySoft and direct API integration, so users work off one consolidated view of the business.
Work from anywhere
A simplified mobile Canvas App surfaces the right slice of functionality on the road - the move to remote work, accelerated by Covid, became permanent.
Management insights
Power BI exposes the underlying business metrics leadership used to chase across spreadsheets - now refreshed continuously off live data.
Auto-comms and Next Actions
Power Automate and Outlook integration send critical notifications and surface each user's next action, so nothing slips between hand-offs.
A higher employee:client ratio
Custom Pages extend the model-driven app with richer data interrogation, letting each employee comfortably service a bigger portfolio.
Results
What the platform unlocked
- 01
Integrated legacy systems surfaced in one place.
- 02
Mobile workforce unlocked through a Canvas App.
- 03
Insightful management view via Power BI.
- 04
Automated client communications and Next Actions.
- 05
Higher employee-to-client portfolio ratio.
Behind the build
How it was built
One Power Platform hub, extended for mobile
A Model-driven Power App consolidates business data for users, with a simplified mobile Canvas App keeping field staff productive on the road, and Custom Pages extending the app with deeper data interrogation.
Legacy systems, finally connected
On-premise legacy data is integrated into Dataverse via KingswaySoft and direct API calls, so everyone works off one consolidated view of the business.
Automated next actions
Power Automate and Outlook integration drive critical notifications and surface each user's Next Action, so nothing slips between hand-offs.
Ready to modernise your operations?
Let's discuss how we can deliver similar results for you.