E-Life web Portal

Client: Sava ZO

E-Zivot (E-Life) Web Portal is an award winning solution used by life insurance company’s sales agents, managers, clients and subsidiaries alike. It started as a somewhat simple tool for scheduling appointments, tracking insurance policies, calculating insurance premium and sending quotes. Today it is a comprehensive solution for multiple business operations.

Goal

The client envisioned a web portal that would integrate with our existing call center solution to meet various needs. Primarily, it would enable call center agents to connect with potential customers, organize meetings, and delegate them to sales team leaders. Secondly, it would act as a tool for field sales agents to monitor their schedules, calculate premiums for different insurance schemes, dispatch quotes, and initiate the insurance policy creation process – all via their smartphones. Finally, the portal would grant managers, sales directors, and administrators, or anyone with the appropriate permissions, the capability to manage users, oversee sales activities, control sales flows, process requested policies, adjust policy statuses, and generate comprehensive reports as required. This formed our project’s groundwork.

Team

The base team for this project consisted of six people. One project manager/BA, one UX/UI designer, two backend developers, one frontend developer and one QA specialist. Although, we did use additional people in some stages of the project.

Tech stack

Backend: ASP .Net (later migrated to ASP .Net Core), Web API, EF (later migrated to EF Core), C#

Frontend: HTML5, CSS, Javascript, Angular

Database: MS SQL Server

Result

The web portal was successfully launched sometime in October, 2017. It was clear from the very start that client had the right idea and that our execution was spot on as results were visible right away. Sales agents could do more in less time, they had more appointments and a lot more sales. Managers were able to easily track and correct any irregularities which eliminated many of the existing problems in the long run. Also, the ability to track sales processes allowed them to make various adjustments and optimizations which increased sales even more.

As matter a fact, the launch was so successful that it wasn’t long before client, whom by now we started considering as partner, opened a phase two of the project with many new ideas they wanted to try. Since we had ideas of our own, we have engaged into a fruitful cooperation over the next 5 years and the original solution evolved into comprehensive tool for multiple business operations, which includes fully remote policy signing (implemented during Covid-19 crisis), remote identification, document management, unified communications, investment funds, bank integration, automated reporting system, and so much more.

Our joined effort also led to bronze award European Customer Experience Awards 2022 for best user experience in the crisis.

The project is still under active development as new ideas emerge all the time and we are also providing maintenance services as well as full user support to web portal users.

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