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