INITIAL PRODUCT CONFIGURATION

Requirements Analysis

Explore our step-by-step process for gathering and documenting your project criteria. Mitigate risks and plan for a successful launch.

CHALLENGE

Poorly structured requirements can lead to delays, miscommunication, and increased implementation risks. This results in misaligned configurations, regulatory issues, and costly rework, ultimately slowing innovation. A well-structured, detailed approach ensures agility, faster product delivery, and personalized customer experiences, even when managing complex risks.

SOLUTION

We believe the key to a successful implementation is documenting all requirements in a format that everyone can understand. Most importantly, we ensure alignment and set clear expectations from the start. Our streamlined process for gathering and documenting requirements ensures a smooth implementation.

Our Approach

We offer three flexible starting points to jump-start, accelerate, and ensure the success of your implementation. Our process begins by extracting base product content from the Solartis Insure platform into Excel worksheets. These serve as the foundation for your customized solution—whether your program is ISO-based, non-ISO, or fully custom.

These workbooks are tailored to your specific program requirements and clearly document all aspects of your insurance product: policy lifecycle functionality, UI/UX flows, business rules, policy documents, and form logic, integrations, and data migration needs.

Solartis Base Platform

Our Base Platform is a flexible, line-of-business-agnostic starting point designed to streamline product configuration. It includes full policy lifecycle functionality, along with pre-built screens, workflows, documents, and processing rules. Since no rating is pre-configured (unless you choose ISO), you can build rating structures tailored to your product's specific needs.

ISO Commercial Lines Products

Solartis offers pre-configured base products with current ISO rating content for Commercial Lines. These products include multi-state rating, surplus lines taxes, UI/UX screens, policy documents, and processing rules. With our Builder toolkit, carrier-specific exceptions and deviations are easy to configure. Testing is supported at both the microservice and product levels, with seamless promotion across DEV, TEST, and LIVE environments.

Solartis Custom Product Creation

If your program doesn’t align with our base or ISO offerings, Solartis allows you to create entirely custom products from the ground up. This path supports full innovation and enables you to design non-standard, differentiated insurance programs to meet your exact requirements.

The Benefits

Efficiency: Our process is highly efficient, speeding up configuration.
Comprehensive Documentation: Thorough documentation ensures nothing is overlooked.
Clear Communication: Our approach fosters clear understanding among all stakeholders.

At Solartis, we are committed to making the requirements analysis seamless and effective, ensuring a successful implementation of your insurance products.

Product Configuration

Spotlight On: Customer Requirements Analysis

A clear understanding of customer requirements is critical to the successful implementation of any policy administration system.

Requirements Analysis clearly identifies business requirements and user expectations through effective communication and information gathering, we establish a congenial, collaborative tone for engagement.

See how Solartis accomplishes a comprehensive customer requirements analysis in this article.

Spotlight On: Customer Requirements Analysis

Solartis Insure