[ Case study ]Financial Services

    Innovating Insurance · Unified Sales Platform

    One source of truth for the sales team at a blue-chip insurer - legacy systems, live pipeline insight and next actions in one place, on Power Platform.

    • Power Platform
    • 6 months to go-live

    A listed insurer running on yesterday's stack

    The problem

    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.

    Five pain points, one Power Platform

    What we solved

    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.

    What the platform unlocked

    Results
    • 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.

    How it was built

    Behind the build

    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.

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