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• Western World Annuity  >
  • Phase One
  • Phase Two

Western World Annuity

In the initial phase of our work with Western World Annuity, we proved that we could build an effective reporting engine. In phase two, we gave the reporting solution a fresh look and feel that functioned more like a workbook and let brokers generate illustrations on the fly.

Objectives

• Create a new look and feel that would support a workbook in the UI flow.
• Support multiple PDF generation for different views of the reports.
• Restructure the overall flow of the site to emphasize the sales reporting features created in phase 1.

Solution highlights

• Customize the PDF creation process to improve usability and allow for side-by-site report viewing and data entry.
• Develop tool-tip dynamic HTML menus to provide a single-step process to move between report and sales presentations.

Results

• The project was delivered on time and on budget.
• Western World Annuity empowered its brokers with improved reporting.
• The company renewed its maintenance agreement with CleverPear.

Current URL

annuitysolutions.com