Your Success Is Our Priority
Structured onboarding, expert guidance and hands-on support from day one.
Agiliux Implementation and Onboarding is a structured, end-to-end digital transformation program covering discovery, data migration, system configuration, user acceptance testing, training, and go-live support to ensure a smooth transition from legacy systems. This structured approach to onboarding delivers value to direct insurance brokers, reinsurance brokers, and commercial insurance companies by aligning technology with operational workflows and compliance requirements.
Discovery & Design
A dedicated project manager leads workshops across all departments including underwriting, finance, claims and compliance. We draw up a detailed specification document to capture workflows, data, user roles and system design. Test case plans are created in partnership with you ensuring we cover everything. During discovery we capture detailed workflows that often align with your Modern System of Record, ensuring a solid foundation for automated operations and compliance.
Configuration & Migration
We configure Agiliux to your exact needs and deploy modules in line with your strategy. Full data migration is included so not just master data but transactional history like policies, claims and documents is brought in. Pilot migrations and test cycles validate data integrity and process flows. Full data migration across editions and functions is often supported by our Data & Document Automation capability to ingest and structure documents automatically across your organisation.
Configuration & Migration
We configure Agiliux to your exact needs and deploy modules in line with your strategy. Full data migration is included so not just master data but transactional history like policies, claims and documents is brought in. Pilot migrations and test cycles validate data integrity and process flows. Full data migration across editions and functions is often supported by our Data & Document Automation capability to ingest and structure documents automatically across your organisation.
Agiliux guides you through every stage of implementation with structured planning, data migration, testing and training. Our team ensures alignment with your business processes, compliance needs and change management goals. We de-risk the transition from your legacy systems.
Testing & Training
We conduct robust user acceptance testing (UAT) powered by your business teams. Tailored training sessions and user manuals help ensure smooth adoption. Feedback loops embed user improvements before going live. Training and adoption success is enhanced when intelligence and operational workflows are embedded via Intelligence Automation to streamline steps and minimise manual errors.
Go-Live & Transition
You receive launch support from the implementation team. Subscription begins only from go-live meaning you are not paying for any idle or test phase. We also conduct post-launch reviews to fine-tune performance and user experience. Organisations with complex launch requirements may benefit from expert services like Agiliux Bespoke, which helps tailor workflows, dashboards and extensions to your business model.
Go-Live & Transition
You receive launch support from the implementation team. Subscription begins only from go-live meaning you are not paying for any idle or test phase. We also conduct post-launch reviews to fine-tune performance and user experience. Organisations with complex launch requirements may benefit from expert services like Agiliux Bespoke, which helps tailor workflows, dashboards and extensions to your business model.
Frequently Asked Questions
What is the typical "Go-Live" timeline for an AI-native platform?
A single-module deployment, such as the Agiliux Commercial core, typically takes 12–15 weeks. A full enterprise-wide transformation, including the digital portal, CRM, and automated claims, generally takes 20–24 weeks. This structured timeline ensures that data migration and staff training are completed without disrupting daily business.
How is historical data migration handled without losing context?
We use a “Transactional Migration” strategy. This means we don’t just move a list of active clients; we migrate the history of their policies, previous endorsements, and past claims. This preserves the “Golden Thread” of information, allowing your AI agents to immediately begin analysing historical patterns for better renewal and risk predictions.
Why is "User Acceptance Testing (UAT)" led by business teams, not IT?
Software is successful only if the people who use it every day find it intuitive. By having underwriters and claims handlers lead the UAT, we ensure the system truly matches their workflows. Any friction points are identified and fixed using “No-Code” tools before the platform goes live for the whole firm.
What support is provided during the critical "Transition" phase?
During the go-live period, the implementation team provides on-site or remote “Hyper-care” support. This ensures that any immediate user queries are answered and system performance is fine-tuned. The subscription typically only begins after the successful go-live, ensuring you aren’t paying for “idle” time during testing.
How do you manage "Change Fatigue" among staff during implementation?
We focus on “Low-Involvement, High-Value” adoption. By automating the most tedious parts of their jobs first like manual data entry and bordereaux compilation, staff see immediate benefits. This builds trust and enthusiasm for the more advanced AI features that are rolled out in subsequent phases.
Does the implementation include integration with my current accounting software?
Yes. Part of the configuration phase includes setting up the API connections to your existing tools, such as Accounting, or third-party insurer portals. This ensures that as soon as the platform goes live, data flows seamlessly across your entire business ecosystem.
Why this matters?
Software projects fail when business reality does not map to technical build. By involving your teams early, aligning on workflows and offering full migration and testing, we reduce risk and set you up for a successful digital transformation.