Mobile is crucial to maintaining leadership status in the insurance industry by capturing additional market share and building brand awareness and loyalty. Today about 42% of agents and customers are using tablets and smartphones. Using IBM®’s Mobile First platform, PointSource has developed solutions for the Insurance industry to transform Customer Care, Quoting Process, Claims, Payments, Member Enrollment and Customer Insight. Using IBM Worklight® and IBM Rational® Test Work Bench and optionally IBM Cast Iron, Rational Collaborative Lifecycle Management and IBM MQ clients can rapidly develop and deploy high quality insurance applications across multiple platforms and seamlessly connect to back end enterprise data and services.

Business information

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  • Functional details

    The solution functions are:

    • Self help, Alerts, Expert advise

    • Bundling, Product details, Comparative pricing

    • Claim Status, Accident Reports, Road Assistance

    • Payment transaction history, Discounts, Reimbursements

    • Member Enrollment, Account Set Up, Confirmations

  • Business problem

    The business problem that this solution solves:

    • Lack of responsiveness to customers.

    • No mobile access to existing applications to drive additional revenues.

    • Lack of business processes and marginal operating efficiencies.

    • Poor collaboration with customers and partners.

  • Business opportunity

    There is a huge business opportunity in the following areas:

    • Mobile web, hybrid and native app development.

    • Enterprise data, service, and application integration.

    • Mobile lifecycle management.

    • Device analytics & control.

    • Secure network communications & management.

    • Strategy, design, and integration services.

    • Mobile-enabled solutions, including analytics, commerce, and social business.

  • Return on investment

    The return on investment that this solution provides is:

    • Improve customer interaction

    • Augment traditional support channels

    • Better collaboration with agents, underwriters, adjustors, third party prividers and policy holders

    • Reduce operating costs

    • Become trusted source of information

    • Improve speed to market, agents/customer retention and acquisition

    • Increase effectiveness and reach of marketing campaigns

  • Competitive advantage

    The anytime, any where and intimacy of mobile devices can realize a strong competitive advantage:

    • Analytics Powered: Based on the client profile understand what to sell, where to sell and how to sell.

    • Event Driven: Events can be life stage, time of day/month/year or triggered by another event. For example a car purchase event maybe a chance to cross sell auto insurance.

    • Location based: This is a unique feature of Mobile. Being in a bank for a home loan may present a chance to sell home insurance.

  • Industries

    Banking Industry
       Banking - Global Customer Management
       Banking - Other
    Healthcare Industry
       Alternate Healthcare
       Healthcare Other
       Health Plans / Payors
       Integrated Healthcare Systems / Hospitals
       Physicians / Clinics
    Insurance Industry
       Insurance Carriers - Life & Asset Management (L&AM)
       Insurance Carriers - Property & Casualty (P&C)
       Insurance Intermediaries
       Other Insurance, N.E.C.
    Retail Industry
       Retail - Apparel Manufacturing
       Retail - Department Stores
       Retail - Direct Marketing
       Retail - Retail Food
       Retail - Food Services
       Retail - Hard Goods
       Retail - Mass Merchants
       Retail - Pharmacy/Drug
       Retail - Specialty

  • Solution areas

    Financial Services/Banking
       Customer Insight
       Customer sales & service
       Marketing insights & analytics
       Multichannel Transformation
       Operations & Processing
    Healthcare and Pharmaceutical
       Patient Care and Services
       Payer Transaction Services
       Physician Office Automation
          Claims administration
       Administration Systems and Services
          Claims Administration
          Policy Administration
       Agent Management
       Core Insurance
       Retail Sell-thru Bundles
       Self- Service solutions
          Kiosks, ATMs
          Point of Sale
       Store Operations
    Cross industry
       Business Intelligence
          Relationship Marketing
       Business Process Management and Integration
          Business Operations
       Customer Relationship Management
          Marketing and Customer Intelligence
          Sales Productivity
          Billing Systems
          Internet Selling: Business to Consumer
       On Demand Operating Environment
          Information and data integration
       On Demand Workplace
          Enterprise Portal
       Supply Chain Management
          Business -to- Business Buy Side
          Business -to- Business Sell Side
          Supply Chain Management Services

  • Customer size

    Small Business (50 to 99 employees)
    Midmarket Business (100 to 499 employees)
    Midmarket Business (500 to 1000 employees)
    Large Business (greater than 1000 employees)

  • Languages supported


  • Countries/regions available for distribution

    Canada , United States

  • Solution collateral

    Name Date Categories
    Jul 17, 2013 Products
    Fact Sheet

Technical information

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  • Hardware/OS platforms

       System x
       IBM Systems: Power

  • Services

    IBM Software Support Services
    IBM Solution Support Services
    Hardware & Software Support Services
    Product Support Services
    Professional Services

  • Software

    IBM Other
       Other Software
          IBM Worklight
    IBM Rational
          Rational ClearQuest
          Rational DOORS
          Rational Functional Tester
          Rational Lifecycle Package
          Rational Performance Test Server
          Rational Performance Tester
          Rational Performance Tester Extension for Citrix Presentation Server
          Rational Performance Tester Extension for SAP Solutions
          Rational Performance Tester Extension for Siebel Test Automation
          Rational Performance Tester Extension for SOA Quality
          Rational Performance Tester for z/OS
          Rational Requirements Composer
          Rational RequisitePro
          Rational Service Tester for SOA Quality
          Rational Software Architect
          Rational Software Architect Extension for Integrated Architecture Frameworks
          Rational Software Architect Extension for SOA and WebSphere
          Rational Software Architect for WebSphere Software
          Rational Software Modeler
          Rational Systems Tester
          Rational Team Concert
          Rational Test Workbench
    IBM WebSphere
          IBM Business Process Manager Advanced
          WebSphere Application Server
          WebSphere Application Server Hypervisor Edition
          WebSphere Application Server Network Deployment
          WebSphere Commerce - Express
          WebSphere Commerce Enterprise
          WebSphere Commerce Professional
          WebSphere DataPower Integration Appliance XI50
          WebSphere DataPower Integration Appliance XI52
          WebSphere Enterprise Service Bus
          WebSphere Message Broker
          WebSphere MQ
          WebSphere MQ Advanced Message Security
          WebSphere MQ Everyplace Network Edition

  • Storage devices

    Data Retention Storage Systems
       IBM System Storage DR450
       IBM System Storage DR550
    Disk Storage Systems
       IBM Storwize V3700
       IBM Storwize V7000
       IBM Storwize V7000 Unified

Date last modified:    Feb 16, 2015

Contact information

Briana Frank
919 522 6622


PointSource, LLC
6601 Six Forks Road,
Suite 200
Raleigh, NC 27615
United States

+1 877 8437481

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