Case Study: A Leading UK Health Insurance Provider achieves automated Multi‑Life Underwriting and seamless claims integration with Datamatics

A Leading Health Insurance Provider in the UK Automates their Multi-Life Underwriting Process with MS Dynamics CRM

Leading Health Insurance Provider, an international healthcare company headquartered in the UK serving over 38 million customers, needed to automate its Multi‑Life Underwriting process which was hampered by legacy technology, multiple disconnected systems, manual data entry, poor integration with claims processing and stability issues. They engaged Datamatics to modernize and streamline underwriting using MS Dynamics CRM (Online CRM) and associated integration tools.

Datamatics performed a quick assessment, migrated metadata and transactional data into SQL Server staging with Kingsway Software SSIS packages, integrated a Business Rule Management System with Online CRM, configured Canvas apps for multi‑life underwriting and built a custom integration framework to connect to the core claims system. The Datamatics solution automated triage and medical‑condition assessments, enabled easier integration with claims processing, reduced manual data entry and rework, and delivered a more maintainable, stable metadata‑driven underwriting process.