System developed to automate the group insurance services management

Branch: Insurance

: Fixed

: Individual

: Agile

: Completed


Our Client was an insurance broker acting on the basis of the license granted by the Insurance and Pension Funds Supervisory Commission. It offers life insurance and group life insurance services for large commercial and public entities.


Our Client wanted to build an advanced system to automate insurance service processes (including operational processes and accounting) taking place between them and big insurance companies. The biggest challenge for our team was to create mechanisms of integration between the application dedicated to the broker, and the external systems of insurance companies. What is more, we had to make sure that the system would guarantee full security and reliability of the transferred data and documents. Additionally, this required an implementation of electronic signature technology and standardization in the field of electronic exchange of data.


We developed and implemented a modular IT system based on the leading portal solution – Liferay along with the integration platform. This type of sulution ensures the cooperation of our Client’s system with external systems of insurance companies. The entire system uses ESB – Mule ESB class solutions and EAI architecture. The solution also includes full automation of business processes based on the Activiti BPM Platform solution. The modularity of the system proposed by our team allows for all possible configuration options of the functionalities of the portal, as well as a wide range of exansion and adaptation options, depending on individual business needs. As a result, the system can be adapted to the needs of any entity providing brokerage services. Product modules can be made available to business partners and the broker’s customers within the Software -as- a- Service (SaaS) model. We also applied the WSRP protocol which allows business partners to embed the service into their corporate portal. A big advantage of the system we created is a module of operational reports that supports management decisions and controlling.


  • We increased the security of correspondence and documents containing personal data in the submitted documents.
  • We improved operational process services, including:
    • circulation of documents related to the enrolment to group insurance and issuance of relevant certificates, and cancelation of the concluded contracts,
    • updates to insurance data, settlement of insurance premiums and commissions,
    • transmission of annexes and invoices, changes in insurance terms and conditions, and other key information
  • We reduced the time of handling insurance processes, which let us focus more on the Client’s needs, and ultimately increase the competitiveness of our Client.
  • We automated the process of information exchange between the broker and insurance companies


Liferay, Mule ESB, Activiti, Spring.