DHx is proud to have a longstanding relationship with a large, full-service insurance agency who represents more than 8,000 group insurance clients and 18,000 individual policyholders. They offer complete backroom services to agents and brokers in the individual, small group and large employer group markets.

Business Problem: Over the course of more than two decades, the client has engineered and built an enterprise software application supporting their core business. Through their platform, the client also enables a high profile group of other prominent agencies to sell and manage a wide variety of policies and track commissions for external brokers and employees. Their system involves complex workflows including a sophisticated compensation management system. While cutting-edge at the time, they approached DHx because their software was running on old technology and unable to sustain stable online services in its current form. 

Moreover, given their small internal team structure, the client did not want to recruit, hire and maintain an internal development organization. Their preference was to have a technical and business lead manage the platform and outsource the design and development of the upgrade or new system. The client wanted other brokers to use their system but recognized it needed modernizing - moving to more online offerings, updating the technology and streamlining workflows to minimize reliance on manual workarounds.

Solution Provided: Over the past decade, DHx has helped many clients modernize outdated systems that are mission-critical to their business operations. These legacy systems are often supplemented by the deep institutional knowledge of long-time employees, who rely on workarounds, memory, notes and manual processes to bridge gaps in the technology. Though imperfect, this combination of aging software and expert staff has powered core business functions. Our work focuses on retaining the hard-won expertise of these employees while upgrading technology infrastructure to be more efficient, integrated, and responsive to strategic goals. The result is a digital transformation that leverages rather than displaces knowledge workers. This allows organizations to tap into the strengths of both people and technology.

The solutions developed included a state-of-the-art, SaaS application that simplifies processes while making the application more manageable and scalable. The business will be able to take this new platform to the market within twelve months from the start date where their business will run more efficiently in addition to creating a new revenue stream that otherwise would not exist.

Challenges SaaS Solutions Can Help Address: 

• Complex workflows, integrations, and outdated technology/legacy systems. 
• A pressing need for web-enablement.
• Lack of a technical team or the desire to build that internally.
• Workflows that require significant human interaction.
• Significant potential for efficiency improvements.
• Major opportunity to add more brokers and create additional revenue streams as well as intellectual property.