“Processing efficiency increased over 60% with Motiv Digital”
– Mark Cheung (Executive Director) –
Company Background
Hanson Insurance Services Limited is a boutique insurance intermediary with over 30 years of expertise in General Insurance. Operating in Hong Kong, they manage high transaction volumes across multiple insurance carriers, serving corporate clients through their networks.
Project Background
Their existing infrastructure, built on a legacy DOS-based system, had served them well but was becoming a bottleneck for growth. The company’s commitment to excellence in Insurance services required a modern, integrated solution that could handle their complex business processes while ensuring regulatory compliance. Motiv was chosen to lead this digital transformation journey, focusing on creating a unified platform that would streamline operations and enhance service delivery.
Key Challenges
Disconnected systems for underwriting, policy management, and financial operations
The legacy DOS-based system hinders scalability, restricting efficient collaboration with insurance carriers and impeding the management of high transaction volumes. Additionally, the organization relies on its own outdated system to calculate premium charges and agent commissions, further compounding operational inefficiencies.
High volume of manual transactions
Reliance on manual transactions hindered their insurance process automation, necessitating time-consuming manual data entry for policy administration, claims processing, and financial reconciliation. This inefficiency led to increased operational delays and higher risk of errors.
Complex compliance requirements from Hong Kong Insurance Authority
Adhering to the stringent regulatory framework set by the Hong Kong Insurance Authority (HKIA) required advanced security protocols and sophisticated data management capabilities—neither of which were supported by the organization’s legacy systems. This gap exposed the company to compliance risks, operational bottlenecks, and potential vulnerabilities in audit readiness.
Our Approach
Motiv Digital implemented a customized Oracle NetSuite ERP implementation specifically designed for Hanson’s requirement. The solution centered on creating a unified platform that integrated CRM, broker management system, and finance operations which streamline insurance-specific workflows including quotation management, policy issuance, and digital claims processing etc.
A crucial component was the development of insurance API integrations, enabling automated insurance policy management with multiple carriers. The implementation included advanced insurance workflow automation for document management and payment reconciliation, significantly enhancing operational efficiency and reducing error from manual process.
The cloud-based insurance software platform was architected to meet HKIA’s compliance requirements, ensuring data security and operational excellence in insurance management.
The implementation was phased to ensure smooth transition and minimal disruption to ongoing operations.
Modules Implemented
- Quotation
- Policy Issue
- Cover Note
- Renewal Matters
- Claims Handling and Processing
Key Outcomes
The transformation delivered significant improvements across Hanson’s operations. The new platform enabled seamless collaboration with insurance carriers through API integrations, expanding their capacity for carrier partnerships.
Automated workflows reduced 60% processing times for policy issuance and claims management. The unified platform provided enhanced visibility into business performance, with detailed analytics tracking customer interactions from initial contact through policy conversion. Financial operations were streamlined through automated transaction matching and commission calculations.
Staff efficiency improved significantly through automated document processing and workflow management, allowing them to focus on value-added services. The digital transformation positioned Hanson for future innovations, including plans for direct agent portal access and online quote generation.
| Company Hanson Insurance Services Limited | No. of Employees 20-30 | Solutions & Products Implemented ERP |
| Industry Finance & Insurance | No. of Users 40 | |
| Location Hong Kong | System Used DOS | |