Policy Sales System for Proama | Edge One Solutions Case Study

Development of a Policy Sales and Customer Service System for Proama

Serwis internetowy Proama prezentowany na ekranie laptopa.

Project overview

Client: ProamaSector: insurance / insurtech / financeModel:IT outsourcingArea: policy sales / CRM / automation

Edge One Solutions supported Proama by providing IT specialists responsible for developing a system for the agency network.

The project included policy sales support, customer relationship management, report automation, payment verification, and agent commission settlement.


Tools and technologies used

  • Challenge

    Proama needed a solution supporting complex policy sales and customer service processes within its agency network.

    The key challenge was integrating the system with the client’s existing tools and reflecting the specifics of insurance processes, including legal and financial requirements.

    The system had to ensure a high level of customer data security, scalability, flexibility for future extensions, and an intuitive interface for agents and customer service employees.

    Serwis internetowy Proama na laptopie i smartfonie

  • Scope of work by Edge One Solutions


    Scope of work by Edge One Solutions

    Scrum and iterative software delivery process illustrated on a laptop.

  • Solution

    The project for Proama included the creation of a comprehensive system for handling insurance policy sales processes and managing customer relationships in the agency network. The system allowed for effective documentation management, quick access to detailed information about customers and policies, and automation of processes such as generating reports or verifying payments. Additionally, the system supported the settlement of agent receivables and the calculation of commissions, which significantly improved administration and reduced the risk of manual errors.

    Mobilna wersja serwisu Proama na smartfonach

  • Project significance for insurance and agency networks

    In insurance, efficient policy sales require combining customer data, documentation, product information, payments, and agent settlements.

    The Proama project shows how a system for an agency network can support agents and customer service teams, automate administrative processes, and reduce the risk of manual errors.

    For insurance companies, similar solutions can increase operational efficiency, improve access to data, and support scalable sales handling in an agency-based model.

    Ilustracja mobilnych usług ubezpieczeniowych, symbolizująca cyfryzację procesów i rozwój technologii dla branży ubezpieczeniowej.

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