Bancassurance Front End with Straight-Through Processing

In 2020, a Malta-based subsidiary of a Tier One Global Bank asked us to replace an out-of-support, standalone agent solution. We used APIs to get person data from the bank systems, and integrated a new agent portal into the existing back office. Product rules are held in only one place – in the secure System of Record, enabling straight-through-processing of policy creation. Group Security and the Bank’s IT function were fully involved and supported the approach.