As an independent multi-line insurance organization, our client offered personal, automobile, homeowners, renters and business insurance across multiple States. However, the large-scale operation of our client was disrupted due to the legacy system. Thus, the multi-line insurance carrier reached out to Exavalu for expert digital advisory and CoE setup services.
Salesforce CoE Set-up
Since 1960, our client has had a significant impact on people’s lives through insurance, but the technology they used was unable to keep pace with their future goals. They were managing their extensive operations through legacy systems that lacked best practices, application architecture review, and oversight. The end goal was to migrate the legacy primitive solution to an updated digital platform. Our team also discovered the lack of Salesforce exposure and clear understanding within the client’s IT and business teams. Our client was in need of a futuristic digital solution to integrate with insurance platforms like Guidewire.
We helped our clients with guidance on “what to do” and “how to do it”, enabling the client teams with Salesforce expertise. We offered our help in multiple areas such as Technology governance, Alignment with Salesforce product roadmap, enforcements of standard and best practices, scalable integration architecture, POD based release and support model and enablement of our client’s team on Salesforce.
Reviewed Design and Architecture Decisions and ensured that product & solutions selections are done as per technology guidelines.
Provided advisory on revamp of existing systems before technology components are obsolete, and minimize use of custom code and custom functionality
Along with leveraging OOTB functionality, ensured performance and extendibility, high level security and maintainability of code.
Limited custom API by leveraging SFDC composite, REST API. Utilized OAuth2 standards for 3rd party Inbound APIs, enforced Error handling and ensured user access is properly governed through AD sync.
Conducted enablement for CIO, Business operations, IT and support communications learning.
Defined Support governance and SOP across source systems. Helped with transition from current vendor and planned for demand fulfilment alignment with business needs and IT prerogatives.
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