Empowering Field Agents with Real-time

At the Heart of
Delivering Mobility
Solutions
Empowering Field Agents with
Real-time Information
CASE STUDY
Synopsis
Business Challenge
As the world becomes increasingly mobile, there is a
growing demand for quick and easy access to
information. With this in mind, a large US insurer facing
difficulty in providing information and distributing sales
collateral on new product launches wanted to ensure
that the field agents do not miss out on opportunities.
NIIT Technologies was entrusted with the task of
developing an iPad application that could house the
entire product catalog and also work in offline mode to
facilitate agents’ on-the-move. With our deep
understanding of the insurance industry and vast
experience in creating solutions in the app ecosystem,
we were able to deliver value—a superior iPad app
on-time and within budget.
The client wished to expand its mobile offerings and
needed the assistance of a solution integrator with iPad
application development capabilities. The solution
partner was to develop an app that could provide an
easy and quick way for field agents to access
information based on:
About the Client
The second largest publicly held personal lines property
and casualty insurer in the US, the client serves more
than 16 million households nationwide. The company
also has personal lines insurance operations in Canada.

State preferences (primary state and multiple
secondary states)

Products for relevant lines of business in the
primary and secondary states

Eligibility requirements for a particular line of
business

Predictive synonym-based search for accessing
policy documents and sales collaterals
www.niit-tech.com
Apart from providing information, the client wanted
the app to have the ability to send out PDF documents
from agents to prospective customers and view
content in offline mode. A superior user experience
was imperative to deliver rich information using a
clean and intuitive design.
NIIT Technologies was chosen as the solution partner and
integrator for the mobile app development based on our
capability to deliver digital initiatives and our prior
experience in similar engagements for clients worldwide.
Our Solution
As the prime solution integrator, we undertook overall
responsibility for the project to ensure smooth
delivery. The NIIT Technologies team applied best
practices for the development of the iPad app. After
ensuring that infrastructure needs were met, we
designed the application using the Xcode interface
with Objective C for iOS 5.0. After the application was
designed, all the sales collaterals and documents were
bundled within the application to ensure that the
information was available offline to field agents.

Business levels were bookmarked and stored as a
list in the application sandbox.

Backend validation of access and authorization
levels provided centralized control. Validation
against static credentials when the application
was working in the offline mode was also
provided.

Business user-friendly error messages were
automatically sent out.

Production app was uploaded on the Amazon
server.
Delivering More Value

More customer satisfaction: The client’s agents
could provide correct and current information and
policy-related documents to its prospective
customers in real-time, enhancing quality of
services and cutting down the sales close cycle
time.

More flow of information: Content available in
offline mode helped agents in continuing
conversations with customers and providing
updated information.

More time savings: Insurance agents could
cross-check eligibility requirements for any specific
line of business, saving precious time for both the
agent and the prospective customer. Agents could
suggest alternative products in real-time in case
customers did not meet eligibility requirements.
Some of the features of the app are:
The data received from the client in the form of
excel files was converted to XML format using a
Java utility.

The XML and the relevant PDF were added to the
application bundle and data was read using XML
parser.

All business level data was listed in the XML file
stored in the application bundle. This approach
created a loose coupling between the content
and the application, providing flexibility to change
content without redeploying the application.
The NIIT Technologies Advantage
NIIT Technologies’ dedicated mobility Center of Excellence, dedicated team of
insurance business analysts with hands-on experience in market-leading platforms
from Duck Creek, to CSC to our own IP, and technical expertise in native mobile apps,
responsive web apps, and cross platform mobile app development ensured that the
client met their schedule and quality requirements. We are the preferred partner of
choice for more than 50 insurance carriers in the US, UK, and APAC.
For more information, contact [email protected]
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