---
title: Case study-CRM solution provider for insurance companies
description: Read how e-Zest has successfully integrated the various insurance providers application form into the marketplace while understanding the complex systems of the client environment and various insurance companies.
image: https://www.e-zest.com/hubfs/case_study/Social/Integrated%20CRM%20for%20insurance.jpg
---
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# Integrated CRM for Insurance Providers’ and Applicants’ Marketplace
- ClientLeading technology and CRM solution provider for insurance companies and online aggregators
- PlatformMicrosoft CRM Dynamics
- DomainHealth, Insurance, CRM
Marketplace CRM Microsoft Dynamics
## Download Case Study
Fill the form to download the case study
- [Challenge](https://www.e-zest.com/casestudy-integrated-crm-for-insurance-providers-and-applicants-marketplace#challenge)
- [Approach](https://www.e-zest.com/casestudy-integrated-crm-for-insurance-providers-and-applicants-marketplace#approach)
- [Solution](https://www.e-zest.com/casestudy-integrated-crm-for-insurance-providers-and-applicants-marketplace#solution)
- [Result](https://www.e-zest.com/casestudy-integrated-crm-for-insurance-providers-and-applicants-marketplace#result)
DOWNLOAD CASE STUDY
## Key challenges
To enable the insurance providers to sell policies nationwide and support them, the marketplace needed to take care of finer issues owing to the nature of the transaction and industry. The scale of the project and strict timelines added to the complexity of the project.
#### Disparate platforms for insurance
Every insurance provider had his own insurance platform. For a sound integrated marketplace, understanding the intricacies of each of these platforms was important.
#### Knowledge of insurance industry
To enable customized insurance plans for the prospects through the marketplace integration needed the team to study the health insurance industry in the US and various business models used by different insurance companies.
#### Secured delivery of the financial information
As the marketplace was dealing with sensitive financial information, extra care was required to be taken for the security and footprint of the insurance application.
#### Thorough testing
The test coverage was set to be the 80% as solution has to deal with information of financial nature. It was challenging to cover these in strict delivery timelines.
## Approach
e-Zest decided to divide this project into various phases with specific objectives. Learning standards and formats used by various insurance platforms by the providers, integration of the platforms, building marketplace, testing, and user behavior analysis of the prospects were the important phases of the project.
## Solution
#### Microsoft Dynamics CRM as a base
The architecting decided to use Microsoft Dynamics CRM as the base for building the solution. It was the place from where all actions would happen. The applications first would reach here first, the insurance providers details would be here first, the various insurance products offered, or the customizations done would be part of Dynamics CRM product listing first. This system was the backbone of the application and around that everything else was built.
#### Integrations for insurance providers’ CRM
For applications to reach to CRMs of the applied insurance provider, integration bridges were built to each and every providers’ platform. The secured tunnels were provisioned as the sensitive data would be flowing through this from the marketplace to insurance providers.
#### UI face-lifting
Even though the system is relaying the applications to each insurance provider separately, on the front-end prospects see a single application. And this UI needed to be clean and simple to understand without overwhelming the user with all the possible permutation and combinations of the features offered by the insurance providers. Special attention was given to the field selection and display on the UI.
## End result
e-Zest successfully integrated the various insurance providers application form into the marketplace while understanding the complex systems of the client environment and various insurance companies.
#### Direct import of applications
The integration was done in a way that the inputs provided by the prospects could be imported directly in the insurance company's CRM.
#### All-in-one insurance sales tool for agents
The dynamic CRM integration, electronic application manager tool and quoting tool offered an all-in-one tool to insurance agents. This has helped the agents to build their sales using it and skip the tedious day to day tasks. Today the insurance providers have thousands of agents who use the marketplace for their customers and lead management.
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### [ Work Building scalable enterprise digital commerce for a global pharma giant Digital transformation around the e-commerce services across multiple geographies and business divisions for a globally leading pharma company](https://www.e-zest.com/casestudy-building-scalable-enterprise-digital-commerce-for-a-global-pharma-giant)
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