Featured image for “Transforming Insurance Operations with a Full-Stack Data Solution”

Transforming Insurance Operations with a Full-Stack Data Solution

A team of six highly skilled Keyhole Software developers collaborated to deliver a robust full-stack solution for an advanced insurance platform tailored to enhance efficiency and user experience for insurance agents. The platform, developed in partnership with Brightway Insurance, integrated cutting-edge technologies like .NET and React to build scalable, maintainable, and high-performing applications.

Client Focus

Keyhole Software played a pivotal role in streamlining Brightway’s insurance operations by developing dynamic, reusable UI components that simplified workflows and enhanced integrations with third-party systems for real-time data synchronization. This ensured smooth policy management and client servicing. The team established a maintainable architecture that accommodated future scalability and introduced best practices in test-driven development, automated testing, and CI/CD pipelines, which significantly improved code quality and deployment efficiency.

Brightway’s overarching goal was to deliver a user-friendly platform that reduced agent workload, minimized errors, and provided a seamless experience for managing customer data and policies. Keyhole’s expertise helped the client achieve these objectives efficiently, with measurable improvements in productivity and user satisfaction.

Technologies Utilized

The backend systems were powered by .NET, which was instrumental in building robust and reliable functionalities. The development team optimized Azure Functions to address critical production issues and enhance system reliability. They designed efficient SQL Server queries and managed an Azure Synapse-based ETL pipeline to enable seamless data synchronization between SQL Server and Microsoft Dynamics CRM. The scalable and modular backend architecture supported high-volume transactions and improved overall system performance.

On the frontend, React served as the cornerstone of the platform, enabling the development of complex UIs and scalable foundations for microservice and third-party integrations. Server-side rendering via Next.js was employed to boost SEO, while modular, reusable UI components significantly reduced development time and enhanced maintainability. The application’s frontend performance was further optimized with tools like Webpack and TypeScript.

Development Process

The team adhered to Agile methodologies, collaborating through tools like Azure DevOps, JIRA, and Slack to ensure transparency and efficiency throughout the project lifecycle. Tasks were meticulously organized, and developers were onboarded with care to maintain quality and consistency. CI/CD pipelines were implemented seamlessly in Azure DevOps, automating deployment to QA environments and streamlining updates.

Integrations with external systems such as Fusion and EZLynx ensured real-time data synchronization, while efficient data handling was achieved through PostgreSQL and Microsoft Dynamics CRM. Performance optimization remained a key focus, with the team leveraging PostgreSQL’s ACID compliance to ensure robust data management.

Notable Features and Accomplishments

One of the standout features developed during the project was a reusable Form Builder tool, designed to streamline form creation across various projects. This React-based tool, packaged as an npm library, enhanced scalability and modular design. Another major accomplishment was the Opportunity Intake feature, designed for seamless customer data management with an intuitive user interface.

The team also excelled in creating scalable architecture that facilitated efficient microservice and third-party system interactions, enhancing platform capabilities. A robust test-driven development culture was promoted, with automated tests becoming integral to the development process. Collaborative mentorship and organized communication channels further fostered knowledge sharing and team productivity.

Outcome and Impact

The project delivered measurable improvements, including enhanced user satisfaction through intuitive and responsive UIs, reduced development time with modular and reusable components, and increased system reliability and performance via optimized backend services and data pipelines. Workflows for insurance agents were streamlined, significantly improving efficiency and reducing errors.

Keyhole Software’s team showcased expertise in modern technologies and agile practices, delivering a solution that exceeded client expectations and set a solid foundation for future growth.


Share: