Success stories


A single Non-Life and Life offer, customised to the customer's protection needs

Discover the project

“We have changed the focus from 'product to need', this is the paradigm shift introduced by the new platform. Once again, RGI, with its insurance expertise and its functionally and technologically advanced management solutions, has proven to be the ideal partner.”

Enrico Balsamo - Head of Product & Operations of Credemassicurazioni and Credemvita

ProtAction is a new advanced consultancy service aimed at supporting customers in analysing their protection needs, offering them complete solutions built around their requirements, using a profiling and suitability assessment survey to carry out an insurance check-up.

The project's biggest challenge was to create a new platform without modifying the existing product catalogue, which was overcome by decoupling the consultancy and policy issuing functions from the product configuration functions, thus reducing technical changes and optimising time to market and policyholder satisfaction.

Read More