Context
Customers and brokers needed to consult and change their life insurance policies online. The existing policy system remained the source of truth and had to be integrated.
Cases
Three assignments at a Belgian life insurer, each with context, role, approach and result. Teasetab names clients only with their written consent. References are available in a conversation.
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The cases stay anonymised until the client agrees in writing. We only describe what we did ourselves and what was delivered; references are available in a conversation.
Belgian life insurer · Project lead and functional analyst
Customers and brokers needed to consult and change their life insurance policies online. The existing policy system remained the source of truth and had to be integrated.
The Teasetab consultant combined project leadership with functional analysis: running the plan and, at the same time, translating the needs of customers and brokers into specifications for IT.
Analysis of the customer and broker processes, then functional specifications and acceptance criteria. Delivery in successive releases, each accepted by the business before go-live.
The self-service is live, delivered in successive releases and integrated with the existing policy system.
Belgian life insurer · Project lead
The routing of customer and broker e-mails had to move to a new platform. Customer service was not to notice: no lost e-mails, no interruption.
The Teasetab project manager led the project from preparation to aftercare and kept planning, vendors and the departments involved on one line.
First an inventory of all e-mail flows and their owners. Then a phased migration, with checks per flow and a standing meeting with customer service.
The routing moved to the new platform while customer service kept running.
Belgian life insurer · Delivery lead / PMO
Several workstreams were delivering at the same time, each with its own plan. Management and the steering committee lacked one view of milestones, dependencies and risks.
The Teasetab consultant took on the role of delivery lead and PMO and was the point of contact for planning across the workstreams.
One integrated plan with every milestone and dependency in one place. Regular reporting to management, with presentations that prepared the steering committee for decisions.
A single source of truth for planning and dependencies. The steering committee decided on facts instead of surprises.
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