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PLICL Website + CRM

Corporate website and policyholder CRM digitizing services for a 100+ year-old life insurance enterprise.

PLICL Website + CRM

Client

Postal Life Insurance Company (PLICL)

Industry

Life Insurance & Financial Services

Year

2024

Services

4 disciplines

01

The Challenge

Postal Life Insurance Company—over 100 years old with millions of customers—had a static website disconnected from their policyholder data. Customers called for every inquiry. Agents had no online portal. Claim resolution was slow, and policy lapses were common due to missed premium reminders.

02

Our Solution

We rebuilt their corporate website and integrated it with a policyholder CRM featuring customer portal and agent portal. The system digitizes the entire policyholder journey from product discovery to claim resolution.

03

Our Approach

We architected an enterprise web platform with Redis caching for performance, integrated with legacy mainframe systems via API for real-time policy data sync. The customer portal provides self-service for policy summaries, premium due dates, claim status, and payment history.

04

The Impact

Customer call volume reduced by 40% with self-service portal. Claim resolution time dropped by 35% through online submission and tracking. Agent productivity increased 30% with real-time performance data. Policy lapses reduced by 15% through automated premium reminders.

Measurable Results

-40%

Call Volume

-35%

Claim Resolution

+30%

Agent Productivity

-15%

Policy Lapses

Key Features

Policy product catalog with calculators (premium, maturity, loan value)

Branch locator with maps and customer testimonials

Customer portal: policy summary, premium due date, claim status, payment history

Agent portal: leads, commission statements, performance dashboard

Claims processing with document upload and status tracking

Integration with legacy systems via API (policy data sync)

Services

Enterprise Web ArchitectureLegacy Mainframe API SyncCustomer Portal DesignAgent Portal

Tech Stack

ASP.NET CoreSQL ServerRedis Cache

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