As one of the largest mutual life insurance companies with multiple subsidiaries, the client offers a wide array of insurance and investment products—including life, disability, dental insurance, and wealth management services. However, these products were managed across multiple, siloed platforms, each with its own workflows, data models, and customer interaction points. This fragmented ecosystem led to significant operational inefficiencies, duplication of effort, and inconsistent customer experiences.
The lack of a centralized system made it challenging to maintain product consistency, monitor performance, and deliver seamless service across channels. Additionally, internal teams faced difficulties in accessing real-time insights and responding quickly to evolving market demands. To address these issues, the client needed a unified platform that could integrate product management functions, streamline service delivery, and elevate the customer experience across its entire suite of offerings.