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Australia’s Charity Healthcare 

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Client Overview

Simplified Client Profile

Australia’s largest not-for-profit health fund, established in 1932, has grown into an insurance leader for 1.8 million Australians by focusing on their customers’ health. Committed to great care, they’ve just extended their services to include an instant quote platform. The client’s guest portal allows guests themselves to create quotes.

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Healthcare fund

Industry

Life Insurance

Solution

Salesforce

Location

Australia

Business Challenges

Defy the Odds

Integration with Salesforce CRM

Integrating quote pages with Salesforce CRM for extended user interaction and exchange between them and the CRM system.

Authorable AEM Pages

Implementation of authorable AEM pages to effectively manage the content.

Dynamic UME QA Page

Users will have a more friendly development of Underwrite Me (UME) QA Page, and it will be dynamic, generating questions on the fly with data exchange in real time.

Scalability & Performance

The capability of the system for a larger number of concurrent interactions with users while response times remain acceptable.

Business Solutions

Unleash Empowerment

Duplicating Product Page for New Offerings

The duplicate product page requirement was developed using authorable AEM pages.

Informative Quote Funnel Page

Informative quote funnel page to capture detailed new offerings information.

UME QA Page

Enhanced UX with a dynamic user-friendly QA page based on UME.

Guest User Portal Feature

A guest portal allows the creation and acquisition of quotes independently by a guest user.

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Highlights

Spotlight on Excellence

  • Used AEM for content, which is easy to edit and customize by authorized personnel, using a very user-friendly approach.
  • Initial quote page is integrated seamlessly with the Salesforce CRM for the betterment of the user's interaction and smooth way for customer acquisition without the assistance of any physical agent.
  • Dynamic implementation of the UME QA page as a single-page application for an interactive quoting experience customized based on user responses.
  • Introduced a new feature of creating quotes and getting customers all by themselves in the client's guest user portal, hence eradicating the need for any physical assistance from agents.

Technology Stack

Infinite Ideas, One Stack

Frameworks & Tools
Integrations

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