Case Study

Reducing insurance agents training effort by 40%

3i Infotech Limited is a global information technology company committed to empowering business transformation. A comprehensive set of IP based software solutions (20+), coupled with a wide range of IT services, uniquely positions the company to address the dynamic requirements of a variety of industry verticals, predominantly banking, insurance, capital markets, asset and wealth management (BFSI). The company also provides solutions for other verticals such as government, manufacturing, retail, distribution, telecom, and healthcare.

Challenges

The insurance management software required us to provide data security, secured API access, prevent URL tampering and other vulnerabilities. The data needed to have access control where information can be accessed by authorized personnel and agents could access only their customer data. The usability needed to be improved as well keeping in mind there are two different types of users. Improvements in UI, which supported client customization with respect to branding and theme changes needed to be developed from an aesthetic standpoint.

Solution

User Experience (Improved usability and discover-ability)

The designs were generic which ensured easy adapting for different customers and also being adaptive to different scenarios. Discover-ability was improved by adding quick action and information on the dashboard. This information helps the user make quicker decisions. Reminders were added wherever necessary to ensure that everything is kept on track.

Development

The UI was developed keeping UI rendering in mind. The token key for security (generated uniquely for each session) and secured APIs are accessed only using the generated token keys. The token key was enabled with an expiry time. Parameter tampering was avoided by taking user id details from the
token key instead of passing it over the request. Vulnerability tests were done and all scenarios were covered in the development. Generic API structure design to allow 3iInfotech to customize the Premia solution for different clients with less effort, less code and more binding options help in easy customization.

Results

With improved usability, it has become easier for new users to adapt. The design change has also reduced the training effort by at least 40% for the agents. With better binding, it has become easier for 3i Infotech to customize as per their needs.

We chose wavemaker to improve our existing insurance management software “Premia” on the grounds of usability, discover-ability and aesthetics”
– Snehal Desai, Global Pre-Sales Head