background image

Custom CRM helps leading insurer increase customer satisfaction

A custom CRM built by PGS Software helped UK’s leading insurer to significantly increase customer satisfaction.

Scroll down for more

Business Benefits

Adopting a digital-focused strategy has allowed the Client to capitalise on being a true end-to-end insurance provider.

  • Customers report that the simplicity of having one provider is very convenient and cost-effective
  • It gives Agents easy access to all of the necessary resources in a unified, highly intuitive system
  • The Agents have reported that it is now much easier for them to register customers
  • It informs Agents of changes to customer profiles, allowing them to tailor their conversation to the customer’s immediate needs
  • It enables the Client to be a true end-to-end insurance provider
  • It greatly increases customer satisfaction
  • Results by Numbers






    System to train video rollout


    Service impact


    Globally reusable

    Business Need

    Realising that customers would like to connect and conduct business digitally, the Client decided that they needed a single, online web application that would be scalable and that would accommodate varying servicing functions.

    That’s when PGS Software stepped in to create a custom, unified CRM that would offer customer identification across the Client’s organisation and help Agents assist customers with their insurance applications.

    photo of quoting person

    It’s fantastic! I can see my team using the Product, doing DPA and naturally moving to promote the Client.

    It was so much easier to register the customer rather than having to explain how to register and where the customer needs to go online.

    The [end user’s company] claims teams in Health are very positive about the Product; it increasingly feels like a great solution working really well across the different businesses.

    As soon as I took the policy number, I instantly had a message to tell me that the client was deceased. That helped massively with how to handle the call.

    I have access to everything I need at my fingertips. I use a simple, intuitive customisable and dynamic system.

    It enables me to give outstanding service to my customers, regardless of their demand, product holdings or contact channel.

    End Users

    Project Details

    solutions icon


    AWS Cloud, HP servers, Continuous Integration, Automated Testing, AppFabric, Azure Redis, IBM Tivoli Access Manager, Application Security Testing

    technologies icon


    .NET, C#, JavaScript, jQuery, Knockout, MVC, Jasmine testing, T-SQL, Dapper, GIT, Unit testing NUnit, REST API, SOAP API, RequireJS, CSS 3

    tools icon


    Selenium, Jenkins, DevTest, Specflow, SOAP UI, Postman, Visual Studio, ReSharper, Microsoft SQL Server Management Studio, Chutzpah Test Runner, BlanketJS, SourceTree, GIT Bash, Jira, Confluence, Bitbucket, SonarQube, CheckMarx

    team icon


    3 Scrum Teams working on one enterprise application. In total: 14 .NET Developers (4 Lead Devs), 6 Frontend Developers, 2 Automation Testers, 5 Manual Testers, 2 Scrum Masters (1 from PGS Software). Other team members: 3 Product Owners, 4 Business Analysts, 2 UX Designers, 4 Solution Designers

    About the Client

    The Client is a British multinational insurance company whose headquarters are located in London, UK. The Client’s organisation services over 30 million customers across 16 countries in Europe, Asia, and North America. In the UK, the Client is the largest general insurer and a leading life and pension provider as well as the second largest general insurer in Canada.

    Need a software solution?

    Don’t hesitate to get in touch via the form below or at:

    +48 71 798 2692

    Let us know what you’re looking for.