Development of Sales and Servicing Systems for Leading National Insurance Carrier

  • Delivered engaging sales & service web applications conforming to Client’s vision of industry leading user experience.
  • Provided full lifecycle services spanning requirements, design, development, testing, deployment and management, using a global delivery model for efficiency and speed-to-market.

Business Situation

Our Client is a leading National Direct Insurance Carrier.

This Carrier had embarked on a multiyear transformation of its IT systems to enable customers to digitally engagement for sales and service.

The transformation aimed to help the Carrier align its systems to provide best in class sales and service experience for its customers.

Further, the Carrier’s IT executives were seeking to standardize and rationalize the IT systems to create a shared pool of skills and technologies for the enterprise.


These strategies were expected to enhance the Carrier’s leadership in the direct insurance market, while lowering operating costs and driving agility.

To assist with this transformation, the Carrier sought an IT partner that:

  • Had deep technology expertise with the Microsoft technology stack.
  • Had strong experience with Property & Casualty Insurance applications.
  • Could execute in a global delivery model.


ValueMomentum partnered with the Carrier to design an engagement that combined consulting staff with that of the carrier’s. Engagement highlights included:

  • Designed a scalable engagement model where ValueMomentum retained accountability for outcomes in collaboration with the Carrier’s staff.
  • Created a knowledge base to efficiently and effectively ramp up and ramp-down consulting staff.
  • Instituted a governance model to provide visibility into all deliverables.
  • Designed a “follow-the-sun” 16x5 model for faster execution.