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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5x

faster microsite generation compared to manual processes

10,000+

microsites generated within two years

4%

increase in B2B sales due to personalized campaigns

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 client, a leading healthcare liability insurance company, struggled with the time-consuming preparation of marketing materials for sales agents and distributors. The goal was to automate the creation of promotional microsites, delivering personalized offers and real-time statistics, thereby optimizing workflows, reducing manual work, and allowing teams to focus on strategy and customer engagement.

Main Challenges

Challenge 01
Colossal Amount of Information

The client managed over a million pages in Liferay, but the search and retrieval processes were inefficient, making it difficult for agents to find relevant marketing content quickly. Azati analyzed the Liferay setup, optimized search indexing, implemented advanced filters, and created clear navigation patterns to drastically improve access to content.

#1
Challenge 02
Distributed Data Across Remote Sources

Data was stored in multiple state-specific databases and manually processed, which was slow and error-prone. Azati developed a robust ETL pipeline that automated extraction, transformation, and loading of data into Liferay, ensuring accuracy and timeliness for microsite generation.

#2
Challenge 03
Permission Management and Data Security

Sensitive insurance data needed to be securely managed and accessed only by authorized personnel. Azati implemented role-based access controls, encrypted sensitive fields, and integrated security checks into portlets, ensuring compliance and protecting confidential information.

#3
Challenge 04
Performance Monitoring

The client required insights into how marketing materials performed across distributors. Azati created a performance dashboard that tracked engagement metrics, time spent on pages, and device usage, enabling data-driven improvements and reporting.

#4

Our Approach

Remote Data Extraction Portlet
Azati built an ETL tool that extracts, processes, and loads data from external databases daily into Liferay, ensuring accuracy, consistency, and up-to-date content for microsites.
Gateway for Third-party Applications
Developed a portlet to provide secure access for interactive reporting tools and third-party applications, enabling real-time data retrieval and analysis without compromising system integrity.
Microsite Generator
Created a tool allowing distributors to generate fully customized microsites with personalized content, branding options, and live statistics, significantly accelerating marketing workflows and client targeting.
Performance Dashboard
Implemented a dashboard that tracks key microsite metrics, including user engagement, session duration, and device usage, giving marketing teams insights to optimize campaigns and measure ROI.

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Solution

01

Automated Data Extraction

The system automatically pulls relevant data from multiple remote databases daily, ensuring that all microsites have accurate, up-to-date information without manual intervention.
Key capabilities:
  • Daily automated ETL processing
  • Error handling and data validation
  • Consistent data across all microsites
  • Support for multiple database types
02

Customizable Microsites

Distributors can generate microsites with personalized content, branding, and regional targeting, allowing faster and more relevant client communication.
Key capabilities:
  • Custom branding and headlines
  • Dynamic content based on audience
  • Template management
  • Real-time microsite generation
03

Real-Time Personalization

Content on microsites is dynamically updated based on location, target audience, and client data, ensuring that each visitor receives relevant, timely offers.
Key capabilities:
  • Geo-based content updates
  • Target audience personalization
  • Dynamic offer adjustments
  • Automated content refresh
04

Performance Analytics

Provides detailed insights into microsite performance, enabling the marketing team to monitor engagement, conversion, and optimize campaigns.
Key capabilities:
  • Engagement metrics tracking
  • Device and session analytics
  • Visual performance dashboards
  • Reporting for strategy improvement

Business Value

Accelerated Microsite Creation: The automated tool reduced the time to generate marketing microsites by 5x, enabling agents to focus on strategic initiatives.

Personalized Client Engagement: Distributors can deliver tailored, real-time offers, increasing customer satisfaction and conversion rates.

Enhanced Marketing Efficiency: Automated data extraction and microsite generation minimized manual work, improving workflow efficiency by 50–70%.

Data-Driven Insights: Performance dashboards provide real-time analytics on microsite engagement and effectiveness, supporting informed marketing decisions.

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