Ever Been Mis-sold?

Jul 2016

Ever been mis-sold insurance for a mortgage or loan? It’s a question that’s meat and drink for one of our current customers.

They’re a Claims Management company who wanted us to develop a new responsive mobile-friendly website with a sophisticated section to capture claimants’ personal details and financial history.

Our customer wanted us to reduce time spent in administration, correcting and resubmitting claims. Claimants were submitting personal and financial histories into the old website with a number of avoidable errors. When you are claiming against the banks for mis-sold products your claim is quickly invalidated if there are mistakes.

Our solution was to implement a postcode lookup service from Ideal Postcodes and an email validation service from BytePlant. These utilities were hooked into Gravity Forms, one of the leading WordPress form plugins. Gravity Forms is great for simple forms but it couldn’t meet all the requirements of this complex project out of the box. We had to add some smart jQuery and CSS to rearrange over a hundred fields into an easy-to-manage interface for the claimant to input his financial history.

We added the Gravity PDF plugin to create the finished claim forms in PDF format at the end of the process. Again, the core plugin is relatively basic and we found we had to heavily customise it to the match the exact specification required by the big banks.

Our customer now has a solution which minimises mistakes and saves hours of administration per claim.