Home | Resources | Case Studies | Current Case Study

Automated Accounting


An insurer wanted an application that would allow its accounting department to automatically generate invoices from policy information, perform cash applications for premium payments received, initiate collection processes when needed, and update appropriate bank information.

We assembled a collaborative team that included members of the insurer’s staff along with experts from our technology, development, and QA teams. Using the Agile methodology, we outlined a detailed four-month timeline in which to complete the project.

We developed the application on the Microsoft .NET platform, using ASP.NET, C#, MVC with AngularLS, and SQL Server 2012 as the databases. Driven by our insurance domain expertise, our application supported both the functional business needs of the organization as well as the existing applications with which the new one would interface. We also shared our extensive knowledge of banking and invoicing procedures with the insurer’s staff.

Our prior experience enabled us to pre-determine and mitigate some risks, including:


For the insurer to meaningfully assess the outcomes of the project, we applied detailed evaluative indicators to the project:

Reduction of manual effort

Reduction of human or processing errors

Broader accessibility through a web-based application

Centralized access to information

Flexible configurability and limitless scalability

Mission accomplished.


Please CONTACT US today to learn more about the ways in which we can help you achieve your success metrics.

Time and opportunity are passing you by.

Contact Us