ShieldTech Coventry – Insurance CRM & Policy Platform
Modern insurance policy management and broker CRM for a Coventry commercial insurer, replacing 15-year-old legacy software. Improved renewal retention by 19%, cut processing time 65%, and passed FCA audit with commendation.
Client
ShieldTech Insurance Ltd., Coventry, UK
Project Overview
ShieldTech Insurance, a Coventry-based commercial insurance specialist managing £28M in gross written premium, needed to urgently replace their 15-year-old legacy policy management software before FCA compliance obligations could no longer be met.
The Challenge
The legacy system had no API connectivity to modern insurer systems, required manual data re-entry from multiple sources, and produced compliance reports that took 3 days to compile — unacceptable in an increasingly regulatory environment.
Our Solution
We built a modern, FCA-compliant insurance operations platform designed for the next decade:
- Policy lifecycle management from new business quotation through endorsement, renewal, and lapse
- Automated renewal workflow with 90/60/30-day broker tasks and client communication sequences
- API integrations with 8 major UK insurers enabling real-time quotation and cover confirmation
- FCA-compliant audit trail for all client interactions, advice given, and premium transactions
- Claims workflow management with status tracking, reserve setting, and insurer liaison portal
Key Results
- Policy renewal retention rate improved by 19% through earlier intervention and automation
- Policy processing time reduced by 65% — from 45 minutes per policy to under 16 minutes
- FCA Supervisory Review passed with specific commendation on the audit trail capability
- Broker team productivity increased by 42%, enabling headcount growth without additional admin staff
Technologies Used
PHP 8, MySQL, REST API Integrations, DocuSign, Stripe, FCA-Compliant Audit Logs, React.js Dashboard
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