Implementation Roadmap
Proposal & Implementation Plan
A phased approach to deploying the Insurance Digital Onboarding Platform — from customer-facing journeys to AI-powered operations and marketing automation.
21
Total Tasks
18 weeks
Estimated Duration
3
Phases
Phase 1 — Know Your Customer (Start Journey)
4 tasks
| ID | Task | Description | Status | Effort |
|---|---|---|---|---|
| 1.1 | Customer onboarding flow | Interactive multi-step wizard with progress tracking, smart form validation, and live risk scoring. | Core feature | 2 weeks |
| 1.2 | AI-powered advisor (Aurora) | Contextual AI assistant that explains insurance terms and gives personalized recommendations. | Core feature | 2 weeks |
| 1.3 | Risk profile engine | Dynamic questionnaire that adapts to previous answers and computes a live risk score. | Core feature | 1.5 weeks |
| 1.5 | Quote calculator | Real-time premium estimation based on risk profile and bundled discounts. | Core feature | 1 week |
Phase 2 — Backoffice & AI
5 tasks
| ID | Task | Description | Status | Effort |
|---|---|---|---|---|
| 2.1 | Operations dashboard | Real-time KPI dashboard with conversion rates, pipeline status, and AI insights for advisors. | Core feature | 2 weeks |
| 2.2 | Customer CRM | Customer profiles with AI summaries, risk profiles, interaction timelines, and notes. | Core feature | 2 weeks |
| 2.3 | AI Copilot for advisors | Intelligent alerts for at-risk leads, coverage gap suggestions, and next-best-action recommendations. | Core feature | 2 weeks |
| 2.6 | Audit & compliance logs | Automated logging of customer interactions and policy changes for regulatory review. | Security | 1 week |
| 2.7 | Reporting & analytics | Exportable reports on conversion funnels, segments, advisor performance, and revenue. | Enhancement | 1.5 weeks |
Phase 3 — Marketing Automation
7 tasks
| ID | Task | Description | Status | Effort |
|---|---|---|---|---|
| 3.1 | Customer segmentation engine | AI-driven segmentation based on risk profile, life events, engagement, and lifecycle stage. | Core feature | |
| 3.2 | Journey builder | Visual drag-and-drop campaign builder for multi-touch journeys (email, SMS, in-app). | Core feature | |
| 3.3 | Triggered campaigns | Campaigns triggered by life events, policy renewals, risk score changes, or inactivity. | Core feature | |
| 3.4 | Personalized recommendations | AI-generated cross-sell and upsell suggestions delivered at optimal timing. | Core feature | |
| 3.5 | A/B testing framework | Built-in experiment runner for subject lines, content variants, and send-time optimization. | Enhancement | |
| 3.6 | Email & SMS templates | Branded, responsive templates with dynamic content blocks and compliance footers. | Core feature | |
| 3.7 | Campaign analytics | Real-time metrics on open, CTR, conversion attribution, and revenue impact per campaign. | Enhancement |
Gantt Timeline
Estimated schedule with parallel workstreams
Project Timeline
Indicative Gantt schedule across 18 weeks · phases run partially in parallel
Phase 1
Phase 2
Phase 3
Task
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
W13
W14
W15
W16
W17
W18
Phase 1 — Know Your Customer (Start Journey)
1.1Customer onboarding flow
2 weeks
1.2AI-powered advisor (Aurora)
2 weeks
1.3Risk profile engine
1.5 weeks
1.5Quote calculator
1 week
Phase 2 — Backoffice & AI
2.1Operations dashboard
2 weeks
2.2Customer CRM
2 weeks
2.3AI Copilot for advisors
2 weeks
2.6Audit & compliance logs
1 week
2.7Reporting & analytics
1.5 weeks
Phase 3 — Marketing Automation
3.1Customer segmentation engine
3.2Journey builder
3.3Triggered campaigns
3.4Personalized recommendations
3.5A/B testing framework
3.6Email & SMS templates
3.7Campaign analytics
Pricing by Phase
Transparent, per-phase investment breakdown
Phase 1
Know Your Customer
€3,000
+ VAT
Phase 2
Backoffice & AI
€4,000
+ VAT
Phase 3
Marketing Automation
Pricing to estimate based on other phases work.
Insurance Case Study
A digital insurance broker we built and scaled
Live in production · Bulgaria
We are Trusti
Helping customers make smart insurance choices that save them money, time and unnecessary worry — through a fully digital, transparent experience.
About
Trusti is a digital insurance broker that provides easy to find, affordable policies for everyone. Online and super fast. Secure and totally transparent. The goal: bring the best prices and a better insurance experience to Bulgaria.
Outcomes we delivered
100%
Digital onboarding
< 3 min
Quote to policy
Multi-line
Auto, home, travel & more
BG 🇧🇬
Nationwide coverage
What we built
- Customer-facing onboarding & quote engine
- Broker backoffice & policy management
- Insurer API integrations & payments
Meet PipeCodes
The API-first partner behind this proposal.
200+
Projects in production
3 locations
Lisbon, Évora, Munich