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Superior SaaS Solution Ensures Growth for Group Insurance Platform

Trigent has been engaged throughout the entire project. The team’s organized approach to project management and driven work ethic led to a lasting partnership.

About the Client

With over 35 years of experience, our client is a recognized leader of online group insurance procurement and management platforms. The client’s SaaS platform is used by two of the nation’s largest group insurance carriers and several high-volume agency firms. Over $1 billion has been processed as a premium utilizing the platform to date.


The SaaS platform offers automation of the group insurance sales and underwriting process. The platform provides quoting, enrollment, administration, and premium billing services that meet individual carrier needs. The client specializes in short and long-term disability, voluntary and life insurance coverage needs of the sub-100 employee market and SMB segment. The client also offers dental and vision plans through partner programs.

Business Challenges

The client wanted to re-engineer their Saas platform to automate as much of the sales cycle, enrolment data collection, and shorten the policy issue time – while increasing the producer’s closing ratio. The client also wanted the platform to be used by the employers as a self-service portal to manage all their enrollment, premium payment, and reports to reduce the load and costs of the call center. However,

Business Solution

Trigent’s consultants re-architected many components of the system to improve workflow automation, data integration, and configuration-based process changes instead of costly customizations. The new platform is customizable and scalable based on requirements, facilitates and enhances existing sales cycles. It provided the ability to streamline quoting and view all cases and producer activity to gather business intelligence across all group sales channels.

The platform’s salient features include:
Trigent followed Scrum methodology and delivered functionalities continuously using CI/CD principles. To ensure quality while deploying incremental functionalities rapidly, Trigent adopted “continuous testing” with rigorous test data management (TDM) and left-shift testing for both functional and non-functional needs. Trigent also utilized a judicious mix of automation testing to reduce the QA and deployment cycle time. These elevated and impactful testing ensured that complex business operations, data flow between modules, and deep integrations with external applications (QuickBooks and GL packages) worked perfectly, even with high data volumes. Pre-populated fields and e-signable case documents for digital enrollment were enabled and tested.

Client Benefits:

Technology Stack: