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Built an omnichannel insurance platform for a Portuguese digital broker

Industry
INDUSTRY

Insurance

Geography
GEOGRAPHY

Portugal

Capabilities
CAPABILITIES

Digital Modernization, Product Development

Tech Stack
TECHNOLOGY STACK

WordPress, Visual Composer, Google Tag Manager, Intercom, WhatsApp Business API, Calendly, Insurance Provider APIs

Client Overview

Mudey is a Portuguese insurance broker licensed by the ASF. The platform allows individuals and businesses to compare, purchase, and manage insurance products across mobility, protection, home, work, and life categories in one place.

Mudey wanted to fully automate the insurance purchasing journey, eliminate paper-based processes, and expand their provider network to attract enterprise partnerships with companies like Sodexo.

The Challenge

  • Manual insurance processes created friction in the purchasing and management journey.
  • Physical documentation made policy handling slow, error-prone, and difficult to scale.
  • A limited provider network restricted the variety of insurance options available to users.
  • No unified platform existed to manage multiple policy types across a single user account.
  • Absence of enterprise partnerships limited Mudey's ability to reach broader customer segments.

Our Approach

1. Understand the full insurance journey

Classic Informatics mapped the end-to-end insurance experience — from comparison through purchase to claims — to identify where automation and digitisation would have the greatest impact on user satisfaction and operational efficiency.

2. Build for multiple channels from the start

Rather than retrofitting mobile or web support later, the platform was designed as omnichannel from day one, ensuring consistent functionality whether users accessed it via web, mobile app, or customer service centre.

3. Onboard providers and partners systematically

Classic Informatics built integration architecture that allowed new insurance providers to be onboarded without platform rebuilds, then worked with Mudey to establish structured partnerships with large corporate clients.

4. Automate to reduce operational burden

Automation was applied to purchasing workflows, claims processing, and policy management — reducing manual intervention and creating a more reliable, faster experience for end users.

What We Built

Platform & Channel Delivery

  • Omnichannel platform supporting web, mobile app, and customer service access
  • Multi-policy support covering mobility, protection, home, work, and life insurance
  • Unified user dashboard for managing all active insurance policies

Provider & Partnership Integrations

  • Insurance provider onboarding architecture for a multi-provider marketplace
  • Enterprise partnership integrations including Sodexo and other corporate clients
  • API-driven integration layer enabling future provider expansion without rebuilds

Document & Process Automation

  • Digital document storage and retrieval replacing physical paperwork
  • Automated insurance purchasing and policy issuance workflows
  • Streamlined claims initiation and processing flows

Impact Delivered

Mudey moved from a fragmented, paper-heavy insurance process to a fully digital, multi-channel platform. Users can now compare, purchase, and manage policies across multiple insurance types in one place, while Mudey can onboard new providers and partners without rebuilding core infrastructure.

Business Impact

  • Fully digital policy management replacing all paper-based documentation
  • Multi-provider marketplace giving users a wider range of insurance options
  • Enterprise partnerships with large corporates expanded Mudey's customer reach
  • Automated purchasing and claims workflows reduced manual processing time
  • Consistent user experience across web, mobile, and service centre channels

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