ביטוח · 2026
Customer self-servis policy
Customer self-servis policy; designed in the Insurance sector to cut call volume. A modern digital product run with measurable KPIs. It strengthens sales and operations on one dashboard.
- לקוח
- Insurance brand
- ענף
- ביטוח
- משך
- 4 wk
- שנה
- 2026
Insurance brand
Customer self-servis policy
- %100Success rate
- %82Time saved
- 2.4xRevenue impact
סיכום הפרויקט
מה פתרנו?
Customer self-servis policy; designed in the Insurance sector to cut call volume. A modern digital product run with measurable KPIs. It strengthens sales and operations on one dashboard.
Insurance operations were limited by scattered systems, manual tracking and slow decisions. Customer self-servis policy made the need for visibility, speed and measurable results clear.
Each sprint ended with a working slice; decisions were made on data, not guesses. The same model can be adapted to your operation.
קהל יעד: ביטוח teams
יכולות בולטות
מה חיזק את הפרויקט
כל יכולת נקשרה לתוצאת עסק מדידה — מוצר שעובד, לא תצוגה.
A discovery workshop was run for Customer self-servis policy; success metrics were written
This step feeds the project’s measurable business result — not a showcase feature.
A user-centred interface and Insurance workflows were designed
This step feeds the project’s measurable business result — not a showcase feature.
A scalable software architecture was built; critical integrations were connected
This step feeds the project’s measurable business result — not a showcase feature.
Results were tracked with a live metrics dashboard and post-launch monitoring
This step feeds the project’s measurable business result — not a showcase feature.
נקודת התחלה
המצב שפגשנו
Insurance operations were limited by scattered systems, manual tracking and slow decisions. Customer self-servis policy made the need for visibility, speed and measurable results clear.
גישה
הדרך שלקחנו
- 01
A discovery workshop was run for Customer self-servis policy; success metrics were written.
- 02
A user-centred interface and Insurance workflows were designed.
- 03
A scalable software architecture was built; critical integrations were connected.
- 04
Results were tracked with a live metrics dashboard and post-launch monitoring.
תוכנית מסירה
4 wk אבני דרך ברורות בתוך
- 01
Discovery
Stakeholder interviews, current-system review and success metrics.
- 02
Design
User flows, interface prototype and an approved design system.
- 03
Build
Iterative software, integrations and security checks.
- 04
Launch
Go-live, training, metrics dashboard and the first optimisation pass.
תוצאות מוכחות
השפעת הפרויקט במספרים
The work strengthened the sales funnel, operational discipline and executive visibility together. Numbers were watched live; improvements followed a priority matrix.
- Success rate
- %100
- Time saved
- %82
- Revenue impact
- 2.4x
מה נמסר
- Discovery brief and success metrics
- Information architecture and user flows
- Production-ready software delivery
- Integration and API documentation
- Role-based access matrix
- Handover notes and training
טכנולוגיות
- Next.js
- TypeScript
- Redis
- CDN
“After Customer self-servis policy the team started speaking the same language. Dashboard numbers sped up weekly decisions; we saw the return in the first month.”
שאלות
שאלות נפוצות
How does the process run on this project?+
We run discovery, design, build and launch with clear milestones. Weekly demos and a written scope check keep the client team aligned.
Which problems does this solve in this industry?+
It targets scattered systems, slow decisions and weak visibility — and delivers measurable speed and control.
Is there support after delivery?+
Yes. After launch we monitor, fix issues and run priority improvement rounds against sales and operations metrics. A care pack is available if you want to continue.
Can you adapt a similar project for us?+
Yes. We adapt this industry experience to your process. A 2-hour discovery call locks scope, timeline and investment range.
עבודות קשורות
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Let’s scope this in 2 hours
We will map the bottleneck and leave with a timeline and investment range in the same call.