Implementing a new insurance management software can be complex and resource-intensive. At Modular Solutions, we’ve streamlined the process to make it as clear and efficient as possible, minimizing the resources required from your team. Our implementation is fully managed in-house by our Canadian insurance and technical experts, using agile methodology to ensure flexibility, transparency, and rapid delivery. Learn more about how our implementation process works and the services we offer to support your success.
The Modular Solutions Implementation Team
Our implementation team is made up of experienced insurance professionals, technical experts, and certified project managers—all fully based in Canada. Together, they bring deep industry knowledge and technical expertise to ensure a smooth and successful implementation.
Industry Expertise
Our insurance professionals have extensive experience across the insurance sector, allowing them to understand your business needs and speak your language. As CSPO-certified product owners, they work closely with you to configure your products and platform to meet your specific requirements.
Technical Leadership
On the technical side, our Scrum Master-certified team leads guide a skilled group of developers who bring your vision to life within the platform. They also manage any custom development requests, ensuring your solution is tailored precisely to your business.
Product Build & Design
Building out your insurance products is one of the most significant tasks when implementing a new insurance management platform. At Modular Solutions, we support our clients through every step of this process from defining rates and rules to configuring underwriting guidelines and designing user interfaces tailored to their instance.
Our product team works closely with you to gather requirements, assist in product configuration, and conduct thorough testing. We use agile methodology to deliver regular demos, collect feedback, and iterate quickly. Clients are actively involved, providing key information and performing their own testing to ensure alignment with business needs.
Once the initial products are built, clients can choose to continue building and managing their products independently (with our support when needed) or have our experienced Product Specialists carry the work forward. We support the knowledge transfer to enable you to have the skills in-house to manage your suite of insurance products.
This flexible approach ensures you maintain control while benefiting from expert support whenever needed.
Migration & Conversion
When applicable, our dedicated Data Conversion team collaborates closely with both the client and our Product team to map and convert legacy policies into the new platform. Together, we determine the most effective strategy for transitioning your business data, ensuring accuracy and continuity.
We offer several approaches to data migration, depending on your needs:
- Blank Slate – Start fresh with no legacy data imported.
- Data Import – Migrate existing policies and records into the new system.
- Single Change Date – Transition all data at once on a designated date.
- Rolling Changeover – Gradually migrate data over time to minimize disruption.
This flexible approach allows us to tailor the conversion process to your operational requirements and timeline, ensuring a smooth and successful transition.
Training
At Modular Solutions, we’re committed to setting your team up for success from day one. Our onboarding process includes comprehensive training tailored to your needs. We begin by training your initial user acceptance testing (UAT) team to ensure they’re confident using the platform early on.
As you approach launch, we implement a “train-the-trainer” model which empowers your internal champions to support broader staff adoption. To supplement live sessions, we provide detailed documentation and on-demand training videos your team can reference anytime.
Need more support? Additional training hours are available to ensure your team feels fully prepared and confident.
Custom Development
The Modular Solutions platform is built for flexibility, offering robust connectivity through industry-standard APIs. Our Solutions Exchange provides seamless integration with trusted partners via pre-built connections. For third-party systems with open APIs, we also offer custom API integrations tailored to your needs.
Beyond connectivity, we support custom development within the platform when enhancements are deemed feasible and valuable by our team. Each request is carefully evaluated, prioritized, and scoped to ensure alignment with your goals and our platform’s capabilities.
Whether you’re looking to extend functionality or integrate with external systems, our team is here to help you make it happen.
Post-Launch Support
Your go-live date is just the beginning. At Modular Solutions, we continue to support our clients as they transition to their new platform, onboard additional users, and expand their product offerings. Our goal is to help you optimize your experience and ensure long-term success.
From launch day onward, you gain direct access to our support team. We hold regular post-launch check-ins to monitor progress, address any challenges, and gather feedback. We also provide updated documentation and release notes for new platform features to keep your team informed and empowered.
Need further enhancements? Our team remains available for custom development requests, helping you evolve your platform as your business grows.
Ready to go modular?
Why We Use Agile Methodology
At Modular Solutions, we follow an agile methodology throughout planning, implementation, and delivery. Agile is both iterative and incremental, enabling flexibility, responsiveness, and continuous delivery of working software. This approach fosters close collaboration with our clients, allowing us to adapt to evolving needs and priorities while maintaining momentum and delivering value at every stage.
Agile brings several key benefits to our implementation process:
- Transparency through regular demos and feedback loops
- Faster time to market by delivering usable components early and often
- Improved product quality through continuous testing and refinement
- Flexibility to adjust scope and priorities as your business evolves
While we outline key milestones to provide structure and clarity, many activities within the project lifecycle occur concurrently rather than sequentially. For example, data migration planning may begin during early development sprints, and feedback from sandbox reviews may influence later stages of the build.
Agile allows us to work in parallel streams, accelerating delivery while remaining responsive to change. This dynamic, non-linear approach ensures your solution evolves in alignment with your business goals—without being constrained by rigid timelines or fixed phases.
General Implementation
Our implementation phases are designed to be flexible and adaptive, running concurrently based on project needs, resource availability, and decision-making timelines. We follow an agile delivery model, releasing continuously into your UAT sandbox environment.
The duration of each phase varies depending on three key factors:
- Client Involvement
The level of engagement from your team—such as taking on configuration, product build, testing, and change management—can significantly influence timelines. Team availability is also a critical factor. - Custom Development Requirements
The number and complexity of essential features requiring custom development beyond base platform capabilities may impact the overall timeline. - Complexity
The scope and intricacy of your configuration needs will affect how long certain phases take to complete.
Because we work iteratively, timelines are refined as requirements are clarified and priorities are established. Many activities occur in parallel—for example, data migration planning may begin during early development sprints, and feedback from sandbox reviews may shape later stages of the build.
Implementation Phases:
- Onboarding, Initial Discovery & UAT Environment Setup
- Configuration & Implementation of Modules
- Solutions Exchange Connections & Configuration
- Product Building
- Training
- Custom Development & Integrations
- Conversion & Migration
- Production Launch
Benefits of Modular Solutions’ Implementation Services
Cost-Effective In-House Implementation
We don’t expect you to hire expensive external consultants. Instead, you work with our in-house team of Canadian insurance and technology professionals who understand the industry and our platform inside and out, ensuring a smoother and faster implementation process.
Custom Solutions
Sometimes your business needs something extra or unique. Our development team is here to support you through custom development within our platform or via API connection.
Clear Implementation
We make the complex clear, making it as easy as possible for your team to transition to the Modular Solutions platform. We prioritize transparency and clarity throughout the entire process and our proven methodology helps minimize implementation risks and surprises.
Access to Experts
Our exceptional team is comprised of technical and insurance experts, who collaborate on our software and enable our client’s success. You’ll work directly with the people who built the system and who have decades of experience in the insurance and technology industries.
Faster Time-to-Value
Get up and running quickly with minimal disruption to your operations, whether you’re a small or a large enterprise, we adapt to your scale and complexity.
Your Partner in Implementation Success
At Modular Solutions, we don’t just deliver software—we deliver a partnership. From initial planning through post-launch support, our in-house, Canada-based team is with you every step of the way. With agile methodology at the core of our approach, we ensure your insurance management platform evolves with your business—efficiently, collaboratively, and with lasting impact.