Case studies
Anonymised delivery examples — structured, credible, and safe to publish.
Greenfield cloud platform: insurance distribution + CRM
Built an AWS-based digital platform from scratch to support broker journeys, customer self‑service, document handling and a purpose-built CRM for lead and customer management.
What we delivered
- Specifications and user stories for multi-product buying journeys (personal and commercial lines).
- Aggregator hosting via a third-party provider (product exposure + journey orchestration).
- Payment gateway specifications and API integration approach for Stripe, GoCardless and premium finance (annual & monthly).
- CRM design and delivery scope covering subscriptions, leads, pipelines/deals, KYB/KYC, policy and payment visibility, plus Outlook integration.
- Training content (platform onboarding + London Market insurance basics) and structured enablement sessions.
- Support operating model: triage, prioritisation, release planning and BAU ticket handling via Freshdesk.
Delivery approach
Two-week sprints, backlog governance, stakeholder reporting (CTO/CFO level) and coordination across offshore teams and vendors to keep delivery predictable.
Role
Technical Product Owner / BA + Scrum Master (multi-stream).
Systems / tools
Outcome
A single platform that supports product growth, compliant onboarding, payments and operational support with clear traceability from requirements → release.
UK Financial Lines MGA (Dynamics 365 CRM)
Specialist UK underwriting agency operating as an MGA in the financial lines market. We customised Microsoft Dynamics 365 to support underwriting workflows, document automation, controlled testing and third‑party integrations.
- Custom entities, forms and role-based access
- BPFs, business rules, plugins and workflows (C#)
- Power Automate for documents, renewals and email journeys
- API integrations for rating, submissions and reinsurance
- Dynamics customisation across entities, forms, views and web resources (JavaScript/HTML)
- Business Process Flows and Business Rules to guide underwriting and control data quality
- Plugins and custom workflows in C# to extend out‑of‑the‑box capability
- Power Automate flows for policy document generation, renewal quotes and policy/quote emails
- Third‑party integrations using C# Web APIs for quote rating and risk submission
- Reinsurance integration patterns to support downstream reporting and controls
- Directors & Officers (D&O) and NED Protect
- Employment Practices Liability (EPL) and Commercial Crime
- Pension Trustee Liability (PTL), Warranty & Indemnity (W&I), Contingent Risk
Policy, claims & document migrations across insurance and reinsurance
Migrated policy, claims, reserves/paid transactions and associated documents between core platforms with layered validation, reconciliation and audit assurance.
Migration examples
GENIUS → ECLIPSE
Policy + claims migration with mapping sheets, mandatory field validation and reconciliation packs.
IRIS → DOCOSOFT
Document migration with structured metadata, indexing and controlled exception handling.
SQL Server → ClaimCentre
Claims transactional movement (paid/reserve) with financial/non‑financial balancing and sign‑off support.
Always included
- Field-level mapping sheets
- ETL updates + defect triage
- Reconciliation & evidence packs
Responsibilities
- Requirements workshops across business and IT, including type list/value requests with config teams.
- ETL build and change control; incident/change tracking (e.g., ServiceNow) and backlog governance (DevOps).
- Financial and non‑financial reconciliation at multiple layers (source → staging → target → reporting).
- Audit blueprint creation and delivery interface with external auditors (e.g., KPMG/EY) at go‑live.
- Training materials for Lloyd’s/Syndicate/RITC topics to bring teams up to speed quickly.
Systems / data
Outcome
Controlled migration with clear reconciliation logic, auditable evidence, and stakeholder sign‑off.
Core policy administration BAU + change delivery
Enhanced and configured policy administration systems to meet underwriting and operational requirements, with robust BA deliverables and reporting outputs.
What we delivered
- High-quality BA outputs: user stories, acceptance criteria, functional/non-functional specs and business cases.
- End-to-end analysis of impacted downstream systems and technical data flows.
- Operational change requirements capture with underwriters and ops teams (enhancements + defect fixes).
- Scheduled SQL reporting for underwriting and bureau/transaction processes (e.g., EPI vs RPI, overnight message processing, claims movement).
Systems
Outcome
Reduced ambiguity in BAU delivery, improved traceability of change, and repeatable reporting outputs aligned to business needs.
Aggregator-driven insurance platform with renewals & MTAs
Delivered backend services and operational workflows for multiple UK insurance products, with most sales coming via aggregator integrations.
Key capabilities
- .NET Core Web APIs for policy purchase via client/admin portals and aggregator channels.
- Aggregator integrations per product (e.g., iWonder, Comparison Creator) with dedicated APIs and journey handling.
- Stripe payments, SendGrid email services, SQL Server storage + stored procedures and scheduled jobs.
- Renewal automation with two schedulers: one-month pre-expiry notifications + renewal quote processing on expiry.
- MTA workflow catalogue by product (vehicle/cycle/caravan changes, cover level changes, customer/contact updates).
Products delivered
Car Breakdown, GAP, Caravan and Cycle (plus add-ons) with clearly defined cover levels and operational handling.
Tech stack
Outcome
A stable distribution engine for high-volume aggregator sales, with repeatable renewals, MTAs and operational controls.
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