Primus designed and developed a portal for account managers to locate and access specific client policy instructions quickly. The application was designed and developed from the ground up to replace a legacy Lotus Notes application.
- Comprehensive Search: Empowering account managers to locate specific client policy instructions swiftly.
- Account Executive Self-Service: Granting account executives self-service capabilities for increased autonomy.
- Notifications and Messages: Facilitating real-time notifications and messaging for improved communication.
- Document Management: Streamlining policy-related information storage and retrieval with a robust document management system.
- NLP Search: Harnessing Natural Language Processing (NLP) for advanced and intuitive search functionality.
- Template Builder: Enabling account managers to create policy documents with an easy-to-use template builder.
The development of this portal was reliant on key technologies, including C#/.NET for a secure and scalable platform, AWS for flexible cloud infrastructure, and a blend of Mulesoft, Denodo, and Collibra for advanced data integration. Machine Learning (ML) and Natural Language Processing (NLP) empower a chatbot, while integrated voice capabilities expand communication options.
- Agile Kanban: We employ Agile Kanban for flexible project management, ensuring adaptability to evolving needs.
- User Stories: Capturing precise user requirements and translating them into the application's design and functionality using the User Stories methodology.