Case Study Enabling Digital Insurance Management
How we modernized a legacy insurance platform using .NET Core and Azure, cutting costs by 40% and boosting processing speeds by 60%.
60%
Faster policy and benefits processing
40%
Operational cost reduction
The Client
Overhauling policy administration and benefits management for modern organizations.
The client is a trusted insurance and benefits administration partner dedicated to helping organizations simplify policy management, benefits enrollment, and claims processing. Through their digital platforms, they provide high-volume corporate benefits solutions, serving thousands of employees across client organizations. Their core business relies on providing fast, secure, and compliant portals where human resource teams and policyholders can interact.
In the fast-moving insurance industry, speed and security are critical. Customers expect instant access to policy details and rapid turnaround times for claims approvals. However, the client's operations were held back by an aging IT infrastructure. Processing policies and managing enrollments required extensive manual data entry, slowing down customer service and driving up operational overhead.
To improve service delivery and prepare for future growth, the client partnered with Intelegencia to modernize their policy management platform and transition their IT architecture to a secure cloud environment.
The Challenge
Resolving the delays and operational expenses of legacy insurance databases.
The client's primary challenge was their legacy systems, which featured an outdated user interface (UI) and slow backend processing speeds. Human resource managers and employees found the customer portal difficult to navigate, leading to frequent support calls. Simple updates to policies or coverage levels required manual verification by the client's internal staff.
Because the system relied on physical server infrastructure, the platform was expensive to maintain and could not scale resources during annual open enrollment periods when traffic surged. Operational costs rose, and the lack of automation created backlogs in policy issuance and claims processing, affecting client retention.
Outdated user interface caused confusion and high volumes of customer support inquiries.
Manual policy administration workflows increased operational costs.
Legacy physical servers were unable to scale dynamically during peak enrollment periods.
What our audit found
Identifying manual bottlenecks and database latency.
Our team conducted a technical and operational diagnostic of the client's infrastructure. We found that database queries on the SQL Server were poorly optimized, causing delays of several seconds for customer records to load. Crucial workflows, such as checking eligibility and updating benefits, relied on synchronous processes that frequently timed out under heavy use.
Additionally, the physical servers lacked the security controls required to handle sensitive personal health information (PHI) under modern standards. The diagnostic confirmed that the client needed a complete rewrite of their portal application using a modern, scalable web framework, paired with a secure cloud migration strategy.
Unoptimized SQL Server database structure created performance bottlenecks.
Synchronous processing methods caused portal timeouts during peak hours.
Legacy physical server environments lacked modern compliance audit tools.
The Solution
How we turned it around.
Rebuilding the Customer Portal with ReactJS and .NET Core
We designed and built a new customer portal featuring a modern, intuitive user interface. Rebuilt with ReactJS on the frontend and .NET Core on the backend, the new platform provides a fast, responsive user experience on both desktop and mobile devices.
The modern frontend design simplified complex policy management tasks into easy, step-by-step forms. The .NET Core API services layer separates presentation from database logic, ensuring rapid data retrieval and reducing transaction errors.
What we shipped
- Rebuilt customer portal with ReactJS for a modern, responsive user experience.
- Implemented .NET Core APIs to handle high-volume policy updates.
- Redesigned form flows to simplify benefits enrollment and claims updates.
Modernizing Infrastructure on Microsoft Azure
To resolve server scalability and high maintenance costs, we migrated the client's entire system architecture to Microsoft Azure. Using Docker containerization, we enabled modular application deployments that can be scaled dynamically.
Azure Web Apps and SQL Database services replaced the client's legacy physical servers, ensuring high availability during peak enrollment periods. This cloud infrastructure reduced ongoing maintenance needs and provided the foundation for automated code deployments.
What we shipped
- Migrated legacy application and databases to Microsoft Azure.
- Deployed Docker containers to enable dynamic, automated scaling.
- Configured automated staging and production pipelines on Azure.
Workflow Automation & Advanced Security Controls
We automated key insurance workflows, including eligibility checks, benefits tracking, and claims verification. The platform now automatically syncs policyholder records and generates real-time reports for HR administrators.
To protect sensitive insurance data, we implemented advanced security controls on Azure. This included multi-factor authentication (MFA), role-based database access, and end-to-end data encryption, strengthening the portal's compliance with data privacy regulations (such as GDPR).
What we shipped
- Automated manual policy tracking, claims verification, and reporting tasks.
- Strengthened compliance by implementing data privacy controls (GDPR).
- Deployed role-based access controls and multi-factor authentication.
The Numbers
Outcomes we can talk about.
The migration and modernization project delivered substantial operational gains. Policy and claims processing times fell by 60%, allowing the client's service teams to handle requests much faster. Ongoing platform operational and hosting costs were reduced by 40% due to the efficiency of the Azure cloud architecture.
The secure, compliant platform now easily handles traffic spikes during peak enrollment periods. With data security strengthened to meet GDPR compliance, the client has a modern, scalable foundation to support future growth and feature expansion.
60%
Faster policy and benefits processing
40%
Operational cost reduction
What We Built
What's Next
Introducing self-service claims uploading and automated AI verification.
With the core platform stabilized, the next phase will focus on automated claims management. We plan to integrate document scanning APIs that allow policyholders to upload claims receipts directly from their mobile devices.
Additionally, the client will evaluate AI-driven document verification tools. These tools will automatically analyze uploaded receipts, verify policy coverage, and process simple claims payouts without requiring manual review from staff.
Frequently Asked Questions
About This Project
The questions teams usually ask when they want to run a similar engagement.
The portal is hosted on Microsoft Azure and configured with localized data residency policies, ensuring compliance with GDPR and local data privacy laws.
The Real Numbers
Need real numbers? Let's talk.
We kept the names off the page. The story is real, the outcomes are real, and we're always happy to walk a serious team through the rest of it.
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