About Client
The customer is a leading life insurance provider in India. In addition to insurance, the company offers a wide range of financial services including retail and wholesale banking, loans, and credit cards.
To streamline field operations and enhance sales visibility across its network, the customer sought a modern, scalable web application. Blazeclan helped to design a serverless, event-driven sales platform that integrated with legacy systems and delivered real-time reporting, smart lead allocation, and operational transparency.
Challenges
- Inefficient data collection and delayed report generation
- Lack of real-time visibility for daily operations and performance tracking
- Difficulty in allocating and monitoring sales targets across the organization
- Challenges syncing data with legacy CRM systems
- Disconnected M.O.M. annexure app for different sales channels
- Need for detailed, daily MIS reports to support business decisions
Solution
Blazeclan revamped the customer’s existing application and introduced new features by leveraging AWS Serverless technologies to ensure scalability, agility, and lower operational overhead:
- Redesigned the app architecture using a fully serverless, event-driven model on AWS
- Introduced automated report generation and real-time data processing across departments
- Built a smart lead allocation engine to streamline sales operations
- Modernized the collection, transformation, and visualization of operational data, enabling quick access to actionable insights
- Integrated a NoSQL database to reduce infrastructure costs and enable high-speed data retrieval
- Implemented a Document Management System (DMS) with minimal configuration
- Enabled geo-fencing for location-based lead assignment and meeting scheduling
- Established seamless synchronization with the customer’s legacy CRM system
Outcome
- Real-time tracking of sales meetings and partner branch visits
- Monthly digital diaries for management to track activities across the sales hierarchy
- Improved lead generation and scheduling with geo-fencing capabilities
- Delivery of daily, automated MIS reports for actionable insights
- Enhanced agility in development and deployment with serverless architecture
Tech Stack
Python, Flutter & AWS services – DMS, Lambda, DynamoDB, SNS, SES, S3, API Gateway, Cloud Front, Cloud Watch, ECS, ECR (Fargate), PinPoint Athena