Powering AICL’s Growth with a Unified Insurance ERP

Case Study

Transforming a fragmented, spreadsheet-heavy system into a fully integrated digital platform, Apexer 2.0 automated HR, CRM, policy management, and service workflows. This powerful ERP delivered 95% operational digitization and enabled 100% branch adoption within just 3 months.

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Overview

DreamzTech Solutions developed a full-scale enterprise ERP solution named Apexer 2.0 for a leading membership-driven healthcare and insurance services organization. This platform digitalized all core operations—ranging from HRM, member onboarding, policy lifecycle management, CRM, accounting, and service delivery—with integrated mobile apps and third-party APIs. The objective was to replace spreadsheet-heavy, semi-manual operations with a secure, scalable, and highly automated platform that empowers branch-level and regional operations with real-time control and analytics.

Core Modules

HRM System: Manages employee database, payroll, leaves, claims, GPS-based tracking, and Palgeo attendance integration.
Member Management: End-to-end onboarding, digital signature approval, payment handling, templated documentation, dispatch tracking, and cloud call log.
Policy Management: Automates ICICI policy workflows, integrates email parsing for certificate uploads, manages renewals and multi-org policy rules.
Service Management: Full case lifecycle workflow (document collection to court decision), task tracking, and status-based milestone enforcement.
CRM Dashboard & Lead Pipeline: Tracks leads, accounts, contacts, and proposals. Includes DSR, appointment calendar, and quote generation.
Accounting: Proprietary accounting engine handling incentive generation, income/expenses, GST/P&L, cheque verification, and salary slips.
Internal Chat & Notifications: Real-time notifications for 40+ business events and secure intra-office chat across web and mobile.
MIS & Reporting: 80+ reports and dashboards filtered by role, branch, user, and business unit.
Admin Controls: Full user, access, branch, document, and notification management panel with audit trails.

Mobile Apps

Achiever App: Field operations app for users to check in/out, access leads, appointments, tasks, proposals, tickets, and CRM data.
Authenticator App: OTP-based 2FA login and agent referral generation.

3rd Party Integrations

Palgeo: For GPS-based attendance.
Contaque: For cloud calling logs.
ICICI Insurance: API for policy creation and renewals.
DreamAP+: For member EMR and ticketing visibility via API exchange.

Operational Digitization

95% reduction in spreadsheet use across departments.

Time Saved

60% drop in member onboarding and policy issuing cycle.

Accuracy

90% decrease in HR/payroll and policy document generation errors.

Branch Engagement

100% branch adoption in first 3 months.

Scalability

Platform architecture ready for expansion across new verticals and partners.

Service Visibility

Enhanced SLA and ticket resolution time using CRM + service dashboard.

Conclusion

DreamzTech Solutions delivered a high-performance ERP platform transforming legacy operations into a unified digital ecosystem. Apexer 2.0 now serves as a core engine powering memberships, policies, human resources, service workflows, and CRM—backed by analytics, third-party integrations, and full mobile access. The result is improved speed, compliance, transparency, and scalability in business-critical processes.

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