New, end-to-end application for managing insurance producers’ banking and compensation details ensures accuracy and efficiency.
Client
A leading mutual life insurance provider
Goal
Rebuild the legacy system platform into a scalable, user-friendly platform with advanced functionality for business teams
Tools and Technologies
React Js, Node Js, PostgreSQL, Bitbucket, Jenkins
Business Challenge
The organization faced a critical need to modernize its legacy mainframe system, used to maintain the banking details of brokers and producers for compensation-related purposes. Zeus lacked flexibility, scalability, and the ability to deliver modern user experience. Business stakeholders sought a system rebuild using a modern tech stack to address the limitations of the existing platform and improve usability and functionality for key teams. The goal was to create a system that could scale with the organization’s needs, streamline operations, and provide an intuitive experience for users.
Solution
- Built the new application from scratch with scalable backend services and intuitive frontend UI
- Designed a modern interface using React JS for the Data Capture System (DCS) to manage producer and bank details efficiently
- Developed robust backend services using Node.js for performance and scalability
- Enabled secure and seamless API integration through Apigee
- Leveraged PostgreSQL for reliable and flexible database management
Outcomes
- Scalable and reliable system supporting future growth and consistent performance
- Responsive and intuitive UI delivering enhanced user experience compared to the legacy system
- Advanced functionality allowing users to easily add, edit, filter, and search broker and bank details
- Faster development cycles achieved through modern frameworks and tools, accelerating deployment timelines
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Streamlining Document Workflow Efficiency
Iris modernized a document workflow system with advanced search, intuitive UI, and seamless integration for higher productivity.
Client
A leading mutual life insurance provider
Goal
Build a robust, user-friendly portal to streamline document review workflows with seamless integration and advanced search
Tools and Technologies
React, Node.js, optimized APIs, suggestive search, advanced filtering, seamless system integrationBusiness Challenge
The organization needed a robust solution to manage document workflows requiring editing or review before publishing, storing, or delivering to customers. Existing processes were slow and inefficient, making it difficult for teams to manage documents seamlessly. The key goals were to streamline review and editing, ensure smooth integration with enterprise systems, and create a user-centric portal that improved search, filtering, and overall workflow efficiency.
Solution
- Upgraded front-end features to improve usability and performance
- Designed an advanced filtering interface for more precise document search
- Developed reassignment functionality with intelligent, suggestive search capabilities
- Enhanced case manager search to enable faster and more accurate results
- Optimized API integration for smooth communication between frontend and backend systems
Outcomes
- Greater filter accuracy enabling precise document and case manager search
- Modern, intuitive interface boosting user satisfaction and productivity
- Seamless performance of search and reassignment features without slowing the system
- Streamlined workflows resulting in faster and more reliable document management
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Scaling Absence Management with Modern APIs
Delivering a comprehensive absence management solution by integrating APIs, upgrading data formats, and ensuring scalability across clients.
Client
A leading mutual life insurance provider
Goal
Enhance absence management capabilities by integrating a SaaS platform, upgrading data exchange, and enabling scalable client support
Tools and Technologies
Angular, .NET Core, SQL ServerBusiness Challenge
An enterprise needed to strengthen its absence management program by leveraging a third-party SaaS platform to support multiple leave plans including FMLA, ADA, STD, LTD, and state-mandated leaves. Key challenges included integrating internal insurance APIs with the SaaS platform, upgrading LIMRA data-exchange format from version 1.0 to 2.0 for interoperability, and ensuring a client-centric framework that could scale across multiple clients and vendor partners while maintaining accuracy and reliability.
Solution
- Developed new APIs to integrate internal systems with the SaaS platform, aligned with LIMRA 2.0
- Implemented Spring Boot to build scalable, maintainable services
- Deployed APIGEE for secure API management and efficient integration
- Adopted Splunk for real-time monitoring, observability, and faster issue resolution
Outcomes
- Delivered comprehensive absence management solutions across external clients and partners
- Enhanced accuracy and interoperability with LIMRA 2.0 upgrade
- Built a modular API framework to scale for future enhancements and onboarding
- Strengthened system performance and availability through Splunk monitoring
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Workflow orchestration for complex insurance ops
Executed a workflow orchestration system that enabled business users to manage insurance plans smoothly through various lifecycle stages while ensuring seamless integration across multiple backend systems.
Client
A leading mutual life insurance provider
Goal
Smooth workflow execution for case creation and management of complex insurance processes across legacy and modern systems
Tools and Technologies
iProcess, Java, Spring Boot, BW5, BW6, FTP, Database systemsBusiness Challenge
The client operated its platform with varied legacy and modern systems for managing diverse insurance operations. The system covered a wide range of complex processes with numerous interfaces and data exchanges.
The goal was to transform the system and streamline it to manage those varied processes and orchestrate seamless execution of workflows across multiple backend systems. The integration had to be executed smoothly to ensure a unified, efficient user experience, overcoming complexities.
Solution
- Developed the Simon Workflow Portal, a centralized entry point to start and manage business cases and workflows
- Enabled transaction of insurance plans through various lifecycle stages with BPM
- Ensured accurate and timely processing with BPM
- Built an execution engine to trigger specific workflows
- Automated operations across systems for data consistency, and reduced manual effort
- Created a robust middleware layer to manage communication between systems, ensuring secure and reliable data flow
Outcomes
- Improved overall operational efficiency
- Reduced manual intervention and processing time with automated workflows
- Enabled seamless integration across multiple legacy and modern systems
- Ensured data integrity and process continuity
- Developed scalability and flexibility for easy updates and integration of new features or systems
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Integration of new and legacy insurance services
New services offered in a modernization initiative, which seamlessly integrated with legacy systems on microservices architecture, and offered uninterrupted and enhanced user access.
Client
A leading mutual life insurance provider
Goal
Ensure seamless integration of new services with legacy systems, offering enhanced access without disruption
Tools and Technologies
Java 11 & 17, Spring Boot, AWS, Jenkins, Apigee Gateway, Splunk Dashboards, Jira, Confluence, MicroservicesBusiness Challenge
The client operated its platform using a legacy infrastructure, which had some limitations. It desired to introduce new services on a modern platform, without disrupting the existing legacy infrastructure or changing the current customer interface.
The goal was to create a compatible schema of responses from both platforms and to ensure that the integration did not affect overall service availability during and after the transition.
Solution
- Built an API façade layer to allow intelligent routing and appropriate directing of traffic between legacy and FINEOS services
- Enabled feature toggles for dynamic switching between legacy and FINEOS services
- Ensured a controlled rollout and rollback without code redeployment
- Implemented a backward-compatible schema design for consistent responses across systems
- Provided error handling and fallback mechanisms for graceful degradation
- Maintained continuity of service in case of failures in the new system
Outcomes
- Increased scalability and enabled support for higher loads
- Improved system uptime and delivered greater reliability
- Provided seamless user experience and minimal disruption
- Enhanced customer trust and satisfaction
- Allowed testing and deployment of features incrementally
- Ensured greater operational flexibility
- Upgraded monitoring and traceability for proactive issue detection and resolution
- Created strong foundations for future enhancements and service expansions
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Modern insurance product data services platform
Development of a centralized platform for product data services that can distribute critical data securely, enforce governance, scale with business needs, and integrate smoothly with downstream applications.
Client
A large NY-based life insurance and investment services provider
Goal
Create a unified, scalable architecture for secure, standardized sharing of data with downstream services
Tools and Technologies
Java 21, Spring Boot, AWS, Jenkins, Stonebranch, Jira, Microservices, Redshift, Aurora, DynamoDB, Angular, JS, MYSQL, EKS, SQSBusiness Challenge
The client used a product data mart that lacked a secure, standardized method to share data with downstream services. This affected data governance and consistency across applications. It also faced the risk of disrupting tightly integrated legacy data flows while shifting from a legacy PACE system that supports critical AEM microservices to a PDP mart.
It needed a new system that is scalable, and the modernization process had to be carried out with minimal disruption to existing systems.
Solution
Implemented a dual-solution strategy to modernize data access and delivery. Key elements included:
- Built a microservices-based platform and deployed on AWS
- Enabled secure, flexible API access to the product data mart using tagged identifiers
- Ensured a scalable design with minimal code changes for expansion
- Allowed existing AEM microservices to operate without changes during and post-transition
Outcomes
- Improved efficiency and security by enabling standardized, governed access to product and entity data
- Achieved faster delivery and reduced manual effort
- Ensured seamless integration while modernizing the backend
- Maintained front-end stability of AEM microservices
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Modern insurance platform for loan processing
Platform modernization with system integration, functional enhancements, and UI transformation, helps streamline processes, minimize duplication, deliver strong ROI and grow customer retention by a projected 50%.
Client
A large NY-based life insurance and investment company
Goal
Modernize product data management services to enhance loan processing and improve user experience
Tools and Technologies
Angular 15, .Net 4.8, .NET 8.0, AWS EC2, SQL Server, PostgreSQL, Stonebranch, SharePoint, IISBusiness Challenge
The client operated a critical legacy application for loan processing, which had significant operational inefficiencies and shortcomings in user experience. It hindered the speed and accuracy of loan disbursements, affecting both internal operations and customer satisfaction.
The goal was to modernize the platform with scalable solutions that could enable secure distribution of critical data and better governance, while integrating smoothly with downstream applications.
Solution
- Implemented a holistic modernization approach with a focus on system integration, functional enhancements, and UI transformation
- Streamlined deal creation and approval through a third-party system with robust verification and compliance features
- Enabled multi-loan support under a single deal
- Ensured consistency by introducing a standardized component library with reusable UI components
- Revamped the interface with intuitive design, responsive layouts, and improved user experience
Outcomes
- Enhanced efficiency, scalability, and user-centric loan operations
- Improved ROI through greater efficiency, better user experience, and agility
- Reduced verification effort by 30–55% and enabled focus on higher-value tasks
- Streamlined processes and minimized data duplication
- Ensured consistent design and efficient development
- Increased customer satisfaction, with a projected 50% rise in retention
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Join us for Reuters Future of Insurance USA 2025
Join us for Reuters Future of Insurance USA 2025
Meet our Insurtech expert at FOIUSA 2025, where AI, data analytics, and digital transformation are a top focus for insurers and Iris Software.
Reuters Events hosts this year’s annual Future of Insurance USA Summit on June 12-13, 2025, in Chicago, Illinois. The theme is Rebuild Trust at the Top, with a focus on the value that AI-powered tools, customer-centric products, and strategic collaborations can bring to insurers in all sectors of the industry. The emphasis on these topics are driving 500+ insurance leaders, innovators, and top technology providers like Iris Software to participate in the Summit.
Abhineet Jha, Senior Client Partner, will represent our Insurtech Team at the event.
Four main topic areas will be addressed in the presentations and networking discussions in support of the theme of the 2025 FOI Summit:
- Technology Innovation and Transformation, focusing on AI and Data Analytics
- Risk Management, including cyber threats and regulatory compliance
- Customer Experience, developing seamless UX, personalization, and enhanced communications
- Industry Collaboration, building strategic partnerships
These areas are a top focus of the Insurtech services and solutions that Iris successfully provides to leading carriers in property, casualty, specialty, and life and annuity insurance.
Discuss the evolving insurance landscape, Insurtech innovation, and your technology priorities with Abhineet Jha, our seasoned insurance expert, at Reuters Future of Insurance USA 2025. Learn how insurers are partnering with Iris and applying our solutions in AI/ML, Application Modernization, Automation, Cloud, Data Science, Enterprise Analytics, and Integrations to advance their digital transformation goals.
You can also contact our team and read more about our InsurTech Services and Solutions and successes in future-proofing insurance enterprises here: Insurance Technology Services | Iris Software.
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Get in touchMeet our team at the Payments Canada Summit 2025
Meet our team at the Payments Canada Summit 2025
Banking, financial services and payments technology experts, Subramanian Viswanathan, Mehul Shah, and Suneela Katikala, are attending this year’s Summit in Toronto.
The 2025 Payments Canada Summit, themed Innovate-Collaborate-Transform, is May 6 - 8 at the Automotive Building in Toronto, Ontario. This forum is considered Canada’s premier payments event, bringing together more than 1,900 participants to discuss innovation, challenges and opportunities in this dynamic global industry. Financial institutions, payments and technology service providers, retailers, monetary and regulatory professionals will connect, learn, and share ideas through presentation and networking sessions. The key topics relate to improving outcomes in digital payments, consumer experiences, risk and fraud mitigation, cross-border and other payments policies.
Connect with three of our banking and financial services (BFS) technology experts at the Summit to discuss digital transformation and payment system modernization: Subramanian Viswanathan, Associate Vice President, Mehul Shah, Associate Director, and Suneela Katikala, Senior Client Partner.
The advanced technologies that Iris delivers – across AI / Generative AI, Application Development, Automation, Cloud, DevOps, Data Science, Enterprise Analytics, and Integrations - are driving innovations in the payments sector every day. Our experienced global team helps financial institutions and payments providers enhance operations, security, scalability, cost-efficiency, and compliance in the myriad platforms, processes and systems supporting their domestic and international payments transactions. Iris has served BFS clients for more than 30 years and was named a Leader in BFS IT Services by Everest Group in its PEAK Matrix® Assessment 2025. Iris is also PCIDSS 4.0-certified to ensure robust cyber security and compliance for our clients involved in payment card processing or that store, process, or transmit cardholder data and/or sensitive authentication data.
Contact our team at the Summit or anytime at Iris Software Banking and Financial Services to learn more about our future-ready technology solutions. You can also read our Perspective Papers for insights on Real-world Asset Tokenization, leveraging Generative AI for Asset Tokenization and the state of Central Bank Digital Currency.
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Get in touchJoin us at the InsurTech Hartford Symposium
Join us at the InsurTech Hartford Symposium
Learn how our innovative technology solutions help insurers future-proof their enterprises.
The InsurTech Hartford Symposium 2025 is April 29 and 30 at the Connecticut Convention Center. The focus of the forum’s numerous speakers, sessions, and attendees is on innovation, and how it’s driving digital transformation and growth in the insurance industry.
As most insurers’ strategic objectives include the improvement of product line innovation, personalized customer experience, operational efficiency and security, and compliance and risk management, partnering with experienced technology service providers like Iris Software is critical to their business success.
At the Symposium, insurance leaders and innovators can meet Venkat Laksh, Senior Client Partner and seasoned InsurTech pro, to learn how insurers are applying our advanced software engineering solutions, in Application Development, Automation, AI / Generative AI, Data Science, Enterprise Analytics, and Cloud, to modernize tech infrastructure, optimize business competencies and secure their digital futures.
Connect with Venkat at the InsurTech Hartford Symposium 2025 for beneficial conversation on the latest InsurTech innovations and trends. You can also contact Venkat and our InsureTech team and get more information about our InsurTech solutions and services here: Insurance Technology Services | Iris Software.
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