Insurance & Financial Services

Accelerate My Outcome

Insurance & Financial Services

Financial institutions need reliable, highly secured applications to store sensitive customer information. Swaran Soft has a combination of competent domain experts, techno-functional consultants and technical team to provide secure & robust solutions and services to major insurance companies, agencies, brokers, financial institutions and loan companies.

Key service offerings include:

  • Application Development and Maintenance
  • Agency & Client Management
  • Policy Administration
  • Rating Engines
  • Claims Management
  • CRM
  • Accounting
  • Management Information System
  • Document Management
  • Loan Management and Loan Approval Workflow
  • Premium Finance Applications
  • Integration Solutions - real time rating with ACORD interfaces
  • Production Support, Infrastructure Support, Managed Services and Nightly Batch Cycle Support
  • Data Porting, Migration and Mining
  • Backend Data Processing Services - data capture, data keying, address validation, technical helpdesk, claims handling
  • Real time integrations with:
  • Agency Management Systems
  • Comparative Raters
  • PAF Validations
  • MVR/UDR Validations for violations
  • Claims Validations
  • Premium Finance
  • EFT
  • MIS Reporting and Dash-boarding
  • Compliance Report Submissions

Case Studies

Business Requirement

ICICI Prudential one of leading names in insurance segment was looking to maximize their reach to prospects using email as medium. ICICI requested for mailer design & distribution services with sequential tracking of leads.

Our Solution

We offered email distribution as service with different pay-out models viz CPC, CPA, CPL , CPS. Our creative team understood the need & product line of ICICI. Emailer Design to dispatch lifecycle was track able using online interface.


Cost per lead was one of successful approach for ICICI. Distribution list management & SMTP Wide Dispatch & Reporting were key features of entire service, which enabled ICICI to take business decisions to use email as medium for promotion.

If you are looking for Digital Asset Management for your organisation , write to us : or contact us.

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