Implemented Salesforce for a Leading International Organization Case Study
Case Study

A Leading Health Insurance Provider in the UK Automates their Multi-Life Underwriting Process with MS Dynamics CRM


The client is a leading international healthcare company headquartered in the UK, serving over 38 million customers across the world. They also provide health provision services and operate clinics, dental centers and hospitals in many other countries markets.


Health Insurance





The client’s existing application was based on legacy technology, and its maintenance was complex. There were multiple-systems involved in performing underwriting for prospects or existing customers which was time-consuming and inefficient.

Poor integration with the core claim processing system & lack of automation-driven results based on current health assessment of prospects or existing customers added to the manual work required later on.


Datamatics did a quick assessment of the existing client system and built an automation solution to handle all policy scenarios for Multi-Life Underwriting. Additionally, Metadata and transactional data were extracted from the old system into staging (SQL Server), transformed, and loaded into Online CRM using KWS (Kingsway Software) SSIS packages.

Business Rule Management System was integrated with the Online CRM application to automate the assessment of triage and medical condition for prospects or existing customers.



Easy integration
With core claim processing system


Easy to maintain
Metadata based assessment


Automated assessments
Of medical conditions based on rules engine

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