An existing client in the Insurance industry returned to us, requesting assistance with the expansion of their already successful Okta Workforce solution, to now secure their customer identities.
Initially, the project appeared straight-forward with a branded Okta sign-in page, fronting single sign-on (SSO) into eight internally developed customer-facing applications. The project became more complicated when the target applications required complex information for all customers signing in.
The Okta platform is very capable of handling and storing rich user data, however in this situation the client wanted to avoid any changes to the way in which their Customer Management team carried out their day-to-day work. This would have been a challenge, as the information could only be sourced from the company’s Customer Relationship Management (CRM) system. Okta comes into its own here, as it has a feature called Inline Hooks which allows it to collect additional user data during the SSO process. This means applications can be provided with significant customer data and insight to enable a personalised user experience.
The client was also eager to provide newly registered customers with the same seamless user experience using login and sign-up. With an existing and well-proven customer onboarding process in place, the client wanted to connect it to Okta, allowing those newly registered customers to access all Okta-secured applications smoothly. With expert guidance from our engineers here at Atlas Identity and Okta’s excellent APIs, an integration was built between their customer onboarding system and Okta, to deliver the required process automation.
This is the first time the client has been able to provide a single Identity across all Insurance solutions, allowing customers access to a full suite of online services in a seamless manner. Prior to our involvement, the client was unable to react to new market trends as their Customer Identity processes were fragmented. During go-live, this new Identity service integrated with their initial set of customer-facing applications, which were built in-house by their own IT department. The client now has a template allowing them to onboard more applications themselves (with our guidance), to meet the changing demands of their customers in the future.