Insurance & financial services technology

Card-based consulting for complex change.

Perigon IT Solutions supports MGAs, carriers and brokers with structured analysis, design and delivery support around CRM, portals, workflow and integration.

Dynamics 365 & Power Platform Broker & underwriting portals Integration & data structures

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Hands-on consulting focused on making technology change understandable, testable and supportable.

Snapshot of recent work

Illustrative

Digital MGA launch Under 6 months

Multi-product workbench 3+ lines of business

Broker portal enhancements Continuous releases

Discovery & BA Solution design UAT support

Where Perigon fits

Role

Acting as the link between business stakeholders, IT and delivery partners—keeping requirements, architecture and day-to-day delivery joined up.

Business & systems analysis Design & documentation Backlog & UAT support

Core focus areas

Practical support across the change lifecycle.

Perigon can be involved from the earliest shaping conversations through to go-live and handover.

Discover & define

Start

Understand the problem, map current processes and clarify scope before teams commit to build.

Workshops & interviews Requirements & user stories

Design & document

Shape

Translate requirements into designs, data structures and integration contracts that delivery teams can work from.

CRM & portal design Integration & data flows

Deliver & assure

Run

Help keep backlogs in shape, support test planning and provide a calm, structured lens on delivery.

Backlog & release planning Test scenarios & UAT triage