Bancassurance Portal & CRM Integration
Year
2022
Role in project
Insurance Domain Consultant & Business-IT Liaison
Clients
Bajaj Allianz & Axis Bank
ABOUT THE PROJECT
Axis Bank RMs used 3 disconnected systems for insurance proposals - causing data errors, proposal drop-offs, compliance gaps and a poor bancassurance customer experience.
Coordinated end-to-end UAT across 25 branches
Built multi-layer compliance MIS dashboard
Designed and delivered change adoption programme for 200+ banking professionals
Role & Results
Insurance Domain Consultant & Business-IT Liaison - authored BRD/PRD for SSO
integrated insurance portal, defined acceptance criteria, led Agile sprint reviews
with IT vendor.
-35%
Proposal errors
+18%
Revenue YoY
200+
Staff trained and adopted