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ERGO External Brokers Self-service Portal

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ERGO Group. Leading European insurance company with presence in 30 countries managing a premium of over 19 billion euros.

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The needs

Insurance companies relies heavily on external partner brokers (thousands) who sell the policies to the end user customers.
As the insurance contracts deal with highly sensitive personal information it became crucial that the brokers access to the ERGO contract systems is done in a secure, auditable, quick manner.
The process of creating users and passwords for external brokers was cumbersome and insecure. It relied on dedicated phone calls done by the customer service to each of the brokers.
The process was not ensuring password complexity, a regular schedule for the password change nor deactivation for non active accounts.

The solution

Expertware developed a modern, responsive web app based on two web portals:

  • Internet facing portal for external brokers.

  • Intranet portal for Customer Service and Service desk users.

External Portal Functionalities

Brokers can request new users. Workflow is triggered and task created in Intranet portal for Customer Service.
Existing users

  • can log in and access backend contract management application.

  • Self-service password reset.

  • Self-service account unlock.

  • Raise incident which are routed to Intranet portal Customer service.