Building a Secure Incentives Platform for an Insurance Company with Multi-Identity Access and Dynamic Audit History
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Challenges We Faced
Salesforce Integration: The portal needed to connect with the client’s Salesforce environment to retrieve agent data and reward points with complete accuracy and synchronization.
Multiple Identity Providers: Secure authentication was required for two distinct user groups: administrators and field agents. The solution had to support Single Sign-On (SSO) with both Entra ID and Azure AD B2C while maintaining a consistent user experience.
Inventory Complexity: Managing a diverse catalog of reward products with variable point values demanded stock tracking, real-time updates, and automated alerts for low inventory.
Audit History Automation: A flexible, dynamic audit mechanism was essential to automatically generate history tables and log every relevant data change without manual setup.
The client required a secure, scalable platform capable of integrating with existing systems, handling multi-identity access, and delivering real-time inventory accuracy, all while maintaining compliance and transparency through dynamic auditing.
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Whizzbridge’s Solution
Salesforce Integration: Built a dedicated API layer to fetch agent profiles and point balances directly from Salesforce, ensuring continuous synchronization and data reliability within the portal.
Multi-Identity Authentication: Implemented industry-standard OAuth 2.0 and OpenID Connect protocols to enable smooth SSO via Entra ID for administrators and Azure AD B2C for agents, providing secure and frictionless access control.
Comprehensive Inventory Management System: Developed a centralized catalog to store detailed product data, including images, descriptions, and point values.
Dynamic Audit Framework: Designed database triggers and stored procedures that automatically create history tables when new entities are added.
Optimized Cloud Deployment: Hosted on Azure infrastructure with CI/CD pipelines for faster iterations, secure data handling, and minimal downtime.
Results We Achieved
Higher Agent Productivity: The rewards system successfully motivated agents, increasing participation and sales performance across the organization.
Improved Agent Satisfaction & Retention: Easy redemption of reward points enhanced engagement, morale, and loyalty among sales agents.
Accurate Inventory Control: Real-time stock monitoring and automated alerts maintained product availability and streamlined fulfillment.
Operational Efficiency: Automated order processing and audit history tracking reduced administrative workload and improved oversight.
Strengthened Security Posture: Dual identity provider integration ensured secure logins, access segmentation, and data protection.
On-Time, On-Budget Delivery: The project was completed within schedule and scope, delivering a reliable, compliant, and scalable incentives management platform.
The platform now serves as a unified ecosystem connecting sales performance, rewards, and analytics, empowering organizations to motivate teams, manage resources efficiently, and maintain operational transparency at scale.
