{"id":87055,"date":"2024-07-29T07:34:00","date_gmt":"2024-07-29T07:34:00","guid":{"rendered":"https:\/\/expleo.com\/global\/en\/?post_type=case-studies&p=87055"},"modified":"2025-06-20T10:21:34","modified_gmt":"2025-06-20T10:21:34","slug":"creating-platform-automating-brokerage-tasks","status":"publish","type":"case-studies","link":"https:\/\/expleo.com\/global\/en\/case-studies\/creating-platform-automating-brokerage-tasks\/","title":{"rendered":"Creating a global platform for automating key brokerage tasks\u00a0"},"content":{"rendered":"\t\t
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How we ensured that ideas are converted into value in the most efficient and effective manner<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Who is the client? <\/h2><\/div>
One of the world\u2019s leading insurance and risk advisor.\u00a0<\/div>
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What was the problem? \u200b<\/h2><\/div>
Our client\u2019s challenge was to create a platform for automating the key brokerage tasks across their global business. This provides future-proof business process automation that their brokers love to use \u2013 something that adds value in their daily work.<\/div>
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What was the Expleo Solution? <\/h2><\/div>
Working side-by-side with our client\u2019s subject matter experts, architects, and leadership stakeholders, our team took an Agile, user-centred approach. This resulted not only in a highly effective user experience, but also in architecture that supported rapid deployment to meet regional and global needs.\u00a0<\/div>
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How did that help? <\/h2><\/div>
As demand grew, Expleo met the challenge. Drawing on our expertise in Disciplined Agile and Scaled Agile approaches, we supported our client in developing Application Development Programme and Portfolio Management processes, to ensure ideas are converted into value in the most efficient and effective manner. <\/div>
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What were the results? \u200b<\/h2><\/div>
Over this three-year partnership, Expleo has deployed almost 100 specialists from across Europe, Asia and Latin America in integrated teams, covering all the enterprise application development disciplines, required to build cutting-edge technology to support our client\u2019s business. As our client\u2019s policy management journey progresses, Expleo continues to support them in all aspects of this exciting global deployment and are committed to add value to such an important player on the work Insurance industry stage.es, we supported our client in developing Application Development Programme and Portfolio Management processes, to ensure ideas are converted into value in the most efficient and effective manner. <\/div>
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Could it work for me<\/h2><\/div>
Absolutely. At Expleo we build, test and maintain enterprise software applications. We solve real-world business problems and deliver tangible business value. Contact us now to build the right software solution for your company\u2019s long-term success.<\/div>
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\n\t\t\t\tWe were delighted to partner with one of our most forward-looking clients on this challenging and high-impact programme. Everyone of the client and Expleo team members across four continents brought their A-game to create a huge amount of business value. It meant so much when the programme director told us that he loved working with our team.\t\t\t<\/p>\n\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\tAndrew Bruce<\/cite>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tSoftware Solutions Delivery Director
Expleo\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

How we ensured that ideas are converted into value in the most efficient and effective manner Who is the client? One of the world\u2019s leading insurance and risk advisor.\u00a0 What was the problem? \u200b Our client\u2019s challenge was to create a platform for automating the key brokerage tasks across their global business. This provides future-proof […]<\/p>\n","protected":false},"featured_media":87057,"template":"","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_angie_page":false,"service-grey-banner":"false","service-grey-banner-link":"","footnotes":""},"case-study-single-templates":[318],"topic":[145],"industry-taxonomy":[41],"country":[141],"service":[216,80],"class_list":["post-87055","case-studies","type-case-studies","status-publish","has-post-thumbnail","hentry","case-study-single-templates-new-template","topic-digital-transformation","industry-taxonomy-insurance","country-global","service-digital-transformation","service-cloud-modernisation"],"yoast_head":"\nExpleo | Creating a platform for automating key brokerage tasks<\/title>\n<meta name=\"description\" content=\"Creating a global platform for automating key brokerage tasks: How we ensured that ideas are converted into value in the most efficient and effective manner.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/expleo.com\/global\/en\/case-studies\/creating-platform-automating-brokerage-tasks\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating a global platform for automating key brokerage tasks\u00a0\" \/>\n<meta property=\"og:description\" content=\"Creating a global platform for automating key brokerage tasks: How we ensured that ideas are converted into value in the most efficient and effective manner.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/expleo.com\/global\/en\/case-studies\/creating-platform-automating-brokerage-tasks\/\" \/>\n<meta property=\"og:site_name\" content=\"Global EN\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-20T10:21:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2024\/07\/featured-image_insurance-broker-policy-management.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/case-studies\\\/creating-platform-automating-brokerage-tasks\\\/\",\"url\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/case-studies\\\/creating-platform-automating-brokerage-tasks\\\/\",\"name\":\"Expleo | Creating a platform for automating key brokerage tasks\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/case-studies\\\/creating-platform-automating-brokerage-tasks\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/case-studies\\\/creating-platform-automating-brokerage-tasks\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/wp-content\\\/uploads\\\/2024\\\/07\\\/featured-image_insurance-broker-policy-management.jpg\",\"datePublished\":\"2024-07-29T07:34:00+00:00\",\"dateModified\":\"2025-06-20T10:21:34+00:00\",\"description\":\"Creating a global platform for automating key brokerage tasks: How we ensured that ideas are converted into value in the most efficient and effective manner.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/case-studies\\\/creating-platform-automating-brokerage-tasks\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/case-studies\\\/creating-platform-automating-brokerage-tasks\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/case-studies\\\/creating-platform-automating-brokerage-tasks\\\/#primaryimage\",\"url\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/wp-content\\\/uploads\\\/2024\\\/07\\\/featured-image_insurance-broker-policy-management.jpg\",\"contentUrl\":\"https:\\\/\\\/expleo.com\\\/global\\\/en\\\/wp-content\\\/uploads\\\/2024\\\/07\\\/featured-image_insurance-broker-policy-management.jpg\",\"width\":1280,\"height\":720,\"caption\":\"A person in a business suit uses a tablet, with floating holographic financial graphs and data projections emerging from the device, indicating analysis or financial management. 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