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Australia’s Charity Healthcare 

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Client Overview

Client Profile Simplified

Australia’s top not-for-profit health fund, established in 1932, has evolved into a leading insurer, prioritizing the well-being of 1.8 million Australians. Dedicated to exceptional care, they recently expanded their offerings, introducing a seamless quote system. The client’s guest portal now lets users independently generate quotes.

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Healthcare fund

Industry

Life Insurance

Solution

Salesforce

Location

Australia

Business Challenges

Succeed Against Odds

Integration with Salesforce CRM

Integrating quote pages with Salesforce CRM, ensuring smooth interaction between users and CRM system.

Authorable AEM Pages

Implementing AEM for authorable pages for effective content management.

Dynamic UME QA Page

Developing a user-friendly Underwrite Me (UME) QA page with dynamic question generation and real-time data exchange.

Scalability & Performance

Ensuring system’s capability to handle larger user concurrent interactions and maintaining acceptable response times.

Business Solutions

Empowerment Unleashed

Duplicate Product Page for New Offerings

Duplicate product page was fulfilled using authorable AEM pages.

Informative Quote Funnel Page

Implemented informative quote funnel page for detailed new offerings information.

UME QA Page

Improved UX with a dynamic, user-friendly UME-based QA page.

Guest User Portal Feature

Guest portal enabled independent quote creation and customer acquisition.

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Highlights

Spotlight on Excellence

  • Used Adobe Experience Manager (AEM) for content is easily edited and customized by authorized personnel, highlighting a user-friendly approach.
  • Achieved seamless integration of the initial quote page with Salesforce CRM, improving user interactions and enabling customer acquisition without physical agent assistance.
  • Implemented a dynamic Underwrite Me (UME) QA page as a single-page application, offering an interactive and custom quoting experience based on user responses.
  • Introduced a new feature enabling users to create quotes and acquire customers independently within the client’s guest user portal, eliminating physical agent assistance needs.

Technology Stack

Infinite Ideas, One Stack

Frameworks & Tools
Integrations

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