Solutions
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.