Abstract
Modernizing a legacy insurance platform became critical for a leading American financial services firm, as they spun off a business unit into an independent technology partner for insurance agencies. The platform managed customer relationships across Financial Planning, Asset Management, Insurance & Risk Management, and Employee Benefits, supporting sales growth and group policy onboarding. Ensuring continuity of core capabilities while enabling independent operations posed significant challenges, including system scalability, data integrity, and process alignment. Maintaining service quality during transformation required careful planning and technical expertise—but how Opteamix approached this modernization to achieve seamless independence and operational efficiency remains a compelling part of the story.