Promotional Site Generator for Insurance Corporation

Azati developed an automated tool to optimize the marketing workflow for a US-based healthcare liability insurance company. The solution focused on automating the process of generating promotional materials for sales agents and external distributors, enabling them to provide real-time, personalized insurance offers to clients. The tool extracts relevant data from internal databases, customizes marketing documents, and creates microsites for each client or distributor.

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All Technologies Used

JBoss EAP
JBoss EAP
Liferay 6
Liferay 6
Java 8
Java 8
TIBCO EMS
TIBCO EMS
MySQL
MySQL
Google Analytics
Google Analytics

Motivation

The customer, a national leader in healthcare liability insurance, struggled with the time-consuming process of preparing marketing materials for sales agents and distributors. The objective was to optimize the workflow by automating the generation of promotional websites with real-time statistics and personalized data.

Main Challenges

Challenge 1
Colossal Amount of Information

The company used Liferay to manage over a million pages, but the existing search engine was inefficient, making it difficult for users to quickly find specific data.

Challenge 2
Distributed Data

The customer relied on various remote databases with state-specific data, which was manually processed by managers.

Challenge 3
Permission Management and Data Security

Ensuring that sensitive insurance data was securely managed and only accessible to authorized personnel.

Challenge 4
Performance Monitoring

The customer wanted to track how generated materials were performing across distributors.

Key Features

  • Automated extraction and processing of external data
  • Customizable microsites for distributors
  • Real-time updates and personalization based on location and target audience
  • Performance analytics for marketing materials

Our Approach

Azati’s team leveraged their previous experience in the insurance domain and Liferay expertise to create a series of custom portlets integrated with the Liferay platform.

Remote Data Extraction Portlet
An ETL tool that extracts, processes, and loads data into Liferay from external databases on a daily basis.
Gateway for Third-party Applications
A portlet enabling the extraction of data for interactive reports.
Microsite Generator
A tool allowing distributors to generate microsites with personalized data, customizable features (e.g., branding, headlines), and real-time statistics.
Performance Dashboard
A portlet that displays performance metrics for each microsite, tracking key indicators such as user engagement, time spent on the page, and device usage.

Project Impact

The solution drastically reduced the time required to generate marketing materials (5 times faster).

Over 10,000 microsites were generated in the first two years, leading to a 4% growth in B2B sales.

Sales agents and distributors were able to provide more personalized, data-driven offers, resulting in improved client satisfaction and higher conversion rates.

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