Case Study: Zurich Insurance Group achieves a sharp increase in policy sales with OutSystems

Zurich Insurance Builds Cross-Platform Digital Experience With OutSystems, Increasing New Policy Sales

Zurich Insurance Group needed to replace an outdated, hard-to-use agent system built on screen scraping and legacy back-end access. Agents struggled with a poor user experience, scattered information, and a steep learning curve, which made it harder to onboard new agents and support policy sales. Zurich turned to OutSystems to build a modern digital platform for agents, including an online portal and mobile app experience.

OutSystems helped Zurich deliver the new omnichannel solution quickly, with the portal going live in just 4 months and enabling monthly updates afterward. The platform gave agents a 360-degree view of customer activity, mobile notifications, and access across tablets and smartphones, improving usability and engagement. As a result, Zurich saw a sharp increase in new policy sales, more agents working directly with the company, and easier updates to business functions.

Zurich Insurance Group

Marco Navega

Program Director