Professional associations and membership bodies face increasing pressure to process applications quickly while maintaining strict compliance standards. Legacy code and point-to-point integrations often slow innovation and increase maintenance overhead. To address these challenges, a leading membership organization implemented Decisions to modernize its application intake, automate underwriting decisions, and integrate its digital front end with Microsoft CRM and SharePoint.
Challenge
The organization encountered multiple challenges prior to implementing Decisions:
- Expensive and outdated .NET codebase that was difficult to maintain.
- Manual underwriting review processes that slowed application approvals.
- Limited ability to automatically evaluate applicant eligibility.
- Disconnected workflows between website, CRM, and document management systems.
- High IT costs due to reliance on custom integrations and legacy code.
Solution
Decisions was deployed as an integration hub between the website and Microsoft CRM, delivering a flexible rules and workflow framework. Capabilities included:
- Rulesets for Eligibility Automatically evaluated application data for eligibility, routing, and next steps.
- Underwriting Automation Applications requiring review were routed through Decisions forms, giving underwriters complete visibility into case data.
- Seamless Integrations Connected to Microsoft CRM for case management and SharePoint for automatic folder creation and document storage.