SharePoint integration for mutual life insurance company


One of the largest US-based mutual life insurance companies.


The client needed a centralized system which served its internal users across functions efficiently and in the most appropriate ways. The centralized system needed to provide the following features:
  • Register users and clients.
  • Choose and assign product.
  • Receive online payments.
  • Manage Schedules.
  • Providing instructions/information.
  • Gather feedback and sharing with respective teams.

The client engaged SG Analytics to analyze the current processes and come up with a new and more efficient software architecture. The client also requested an extremely professional, easy to use, and pleasant website for its internal users


SG Analytics' team utilized Microsoft SharePoint to design & implement the new system for internal users. The new system had the following features:
  • Document management.
  • Internal workflow system.
  • Basic accounting system.
  • Integration with third-party applications.

SG Analytics' solution satisfied the client's internal users and the new system helped achieve higher productivity with the same number of employees.

Tools used

SharePoint 2013 Enterprise Edition
SharePoint - Designer 2013

Value Delivered

SG Analytics created an easy access central repository for the documents/plans of all different teams.
The solution enabled better collaboration and easy access for all internal users.