IGI: insurance policy platform

Context

Built for IGI, together with IGI Life Insurance and the Bank of Punjab. The system stores customer records and generates insurance policies.

Two companies, one record

When a bank sells an insurance product, two companies are involved. The bank owns the customer relationship, and the insurer owns the policy. Both have legal rules about what records they must keep, and these rules are not the same.

This affected the data model more than any UI requirement. A policy record must meet the insurer's compliance needs and still match the bank's view of the same customer. One company's rules should not quietly break the other's.

Policy generation

Policy documents are generated from customer and product data, not written by hand. In insurance, the generated document is the contract. Whatever it says, the insurer must honor. So getting it right is a legal requirement, and templates and data validation were the riskiest parts of the system, not just formatting work.

Stack

.NET MVC · C# · MS SQL Server · Web APIs