Pension Insurance Solution
Agent portal modernization for pension fund
Pension Insurance Fund, Europe.
Request
Result
Technologies
- React.js
- TypeScript
- Redux
- Docker
- PostgreSQL
Result
Results
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Enhanced Efficiency
With the new portal’s streamlined workflows, agents can now manage 40% more clients simultaneously, significantly enhancing operational efficiency without sacrificing service quality.
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Reduced paper usage by 67%
The transition to digital documentation reduced paper usage by 67%, aligning with the client’s sustainability goals and minimizing environmental impact.
Challenge
Our client, a well-established pension insurance fund, supports companies across various industries in insuring their employees. The existing legacy system limited agents in managing critical employee insurance and pension data. In response, the client sought a modern, efficient, and fully integrated solution to improve data handling, reduce inefficiencies, and support broader environmental initiatives by transitioning to a paperless approach.
The company’s request was to create a new agent portal to simplify client information management while maintaining secure, accurate, and accessible records. Due to our experience with high-performance, user-centered applications, the client chose our team to lead this transformation.
Solution
We developed a modern, responsive, and feature-rich agent portal tailored to meet the client’s evolving needs. Our solution not only replaced the outdated legacy system but also introduced a seamless and intuitive user experience. By leveraging cutting-edge technologies, we ensured smooth integration with the company’s existing infrastructure, allowing for improved performance, scalability, and security.
The new portal optimizes agent workflows, eliminates inefficiencies, and enhances data management, enabling faster and more accurate processing of employee insurance and pension records. Additionally, its user-friendly interface and automation capabilities reduce manual effort, freeing up agents to focus on delivering better service to their clients.
Client Profile Management
Agents can easily create new client profiles, update them, and record incidents that may affect insurance and pension details. This feature supports real-time changes and provides agents with tools to make data handling intuitive and efficient.
Custom Reports for Governmental Compliance
The portal includes tools to generate customized, compliant reports for government authorities, tailored to each client. This feature ensures that all reporting requirements are met efficiently and accurately, freeing up time for agents to focus on client care.
Agent Dashboards
Agents can access dynamic dashboards to track insured employees with greater convenience. The dashboards provide an overview of key metrics, upcoming deadlines, and critical incidents that may require the agent’s attention.
Data Simulation for Policy Impact Analysis
We implemented data simulation tools, allowing agents to test different variables that could impact a client’s insurance or pension details. This feature supports informed decision-making and strategic client consultations.
Eco Initiative for Digital Documentation
As part of the company’s commitment to sustainability, we introduced a document digitization feature to eliminate paper use between agents and clients.
Performance-Driven Scalability
The new portal’s enhanced functionality and user-friendly interface allow agents to manage 40% more clients simultaneously, improving the company’s overall operational efficiency.
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