A multi-stakeholder portal that let a bank offer and administer group insurance for its corporate clients — designed and engineered end to end.
A corporate bank wanted to offer group insurance products to its employer clients, in partnership with an insurance provider, through a single digital portal — replacing fragmented, manual processes.
The portal had to serve three stakeholders at once — the bank, its employer clients, and the insurance provider — with clean workflows, secure data handling, and reliable integration between systems that were never designed to talk to each other.
We designed the experience around three distinct users — bank administrators, employer HR teams, and the insurance provider — so each saw a workflow that fit their job.
We built the UI engineering and backend to connect the bank's portal with the insurance provider's systems, handling enrollment, policy data, and administration.
Given the sensitivity of insurance and employee data, security and role-based access control were built into the architecture from the start.
A group-insurance portal genuinely needs to serve three different audiences with different needs: the bank configuring and offering insurance products to its corporate clients, the corporate client's HR or admin team managing the plan for their employees, and individual employees enrolling and managing their own coverage and claims. Rather than three disconnected systems, the architecture is a shared core platform — policy data, plan configuration, enrollment records — with role-specific portal experiences on top, so a change to plan configuration by the bank is immediately reflected in what employer admins and employees see.
Group insurance products have genuine structural complexity — tiered coverage levels, dependent enrollment rules, eligibility waiting periods, plan-year administration. The core platform models this structure explicitly rather than treating insurance products as generic configurable forms, which matters because insurance products have business-rule complexity (eligibility logic, coverage calculations, claims rules) that needs to be correct, not just configurable-looking.
Because this serves a corporate bank's clients, the portal needed to integrate with the bank's existing systems — client/account data, in particular — rather than operating as a standalone island requiring duplicate data entry. The integration layer connects the insurance portal's data to the bank's systems where relevant (which corporate clients exist, who their employees are at a high level), while keeping insurance-specific data (coverage details, claims) within the portal's own domain.
The bank gained a digital channel to offer and administer insurance for its corporate clients — turning a manual, fragmented process into a single secure portal.
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