Agile Transformation For An Insurance Provider

Agile Transformation For An Insurance Provider


A large insurance provider in the Northeastern US decided to implement an Agile Transformation initiative across their organization, as part of the implementation of a new policy provisioning system.


The Operations department were using a number of time intensive manual tasks to process client applications.  The Business and IT relationship had grown to be rather dysfunctional, with a series of failed or incomplete projects.  The business did not feel included in the initial development process, believed they needed to have the project scope identified in advance, and continued to build and support Microsoft Access databases to track work progress because the provided tools were not process focused.



Partnering with the client, we were able to break the 12 month waterfall project into four separate 90 day releases, with 2 week sprint cycles per release.  The first release consisted of the technical framework, creation of an Agile development cycle, simple product sets, and simple quality assurance and training review steps.  The subsequent releases added product and client complexities, medical underwriting and other processes to the model.

The results was a successful deployment of the provisioning solution within their timeframe and budget, a large reduction in organizational risk, organizational acceptance and support of the Agile process, reduction in pre-production user acceptance testing from 3 months to 2 weeks, and client satisfaction and appreciation for our commitment to the initiative.

At A Glance

Large, nationwide disability insurer that lacked automated workflow capabilities or the ability to provision new policies.

Business Challenges:

  • Aging technology
  • Slowing growth
  • Company Scale
  • Lagging efficiency


  • Workflow Engine
  • Business Process Analysis
  • Java Based UI
  • Agile Methodology Transformation



  • Total Scope – Delivered on time and on budget.
  • 500% improvement in provisioning cycle
  • $400,000 in first year savings
  • Full ROI achieved after 18 months

About Oakwood

Since 1981, Oakwood has been helping companies of all sizes, across all industries, solve their business problems.  We bring world-class consultants to architect, design and deploy technology solutions to move your company forward.   Our proven approach guarantees better business outcomes.  With flexible engagement options, your project is delivered on-time and on budget.  11,000 satisfied clients can’t be wrong.

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