XPerience Studio: Workflow Orchestration for Insurance Carriers

Build, automate, and secure workflows — without code or IT bottlenecks.

Insurance carriers operate in high-stakes environments where workflow speed, security, and reliability directly impact customer retention and operational costs. To meet exactly those demands, XPerience Studio — ManageMy's no-code configuration engine — continues to evolve with several significant workflow enhancements designed to reduce build time, eliminate IT dependencies, and give your teams greater control over every customer journey.

These enhancements add new capability across integration, automation, and security — transforming workflows from linear, session-based processes into orchestrated systems that operate across time, touchpoints, and risk levels.

Here's what's new.

1. Workflow API Builder Enhancements

Configure. Test. Deploy.

The Workflow API Builder has been significantly upgraded with a refreshed UI that brings enhanced API configuration, testing, and validation directly inside XPerience Studio. Teams can now more easily set up and iterate on API calls as part of a live journey — no separate testing application.

Why it matters for carriers:

1. Teams move from concept to connected, tested API in a fraction of the time — accelerating speed to market
2. Integration becomes easier to visualze and configure within the workflow design
3. Faster iteration cycles mean continuous improvement without interrupting product or service timelines

Technical highlights:

• Inline API request configuration and response validation within the Workflow API Builder
• Real-time testing against live or staged endpoints without leaving the journey context
• Visual feedback on API call structure and response mapping

User choosing an API call to test and validate in real-time

2. Workflow Action Template Library

Out-of-the-box solutions.

The Workflow Action Template Library gives teams access to a curated set of pre-built, reusable workflow actions deployable directly within XPerience Studio. This introduces a standardized, repeatable approach to workflow design — enabling teams to scale best practices across journeys and reduce the cost and complexity of standing up new ones.

Why it matters for carriers:

1. Templates cut build time and effort significantly, freeing teams to focus on journey quality rather than baseline configuration
2. Standardization across sales, service, and claims journeys reduces variability and improves governance
3. Teams build on proven patterns rather than starting from zero, enabling faster launches and easier iteration

Technical highlights:

• Library of standardized, reusable workflow action templates accessible in-platform
• Templates are fully configurable to each carrier's specific journey requirements
• Reduces manual build effort and lowers cost-to-serve for new or updated journeys

User adding a workflow action from template library

3. User Verification on Demand

High-assurance security, placed exactly where you need it.

User verification has been elevated from a static login requirement to a configurable workflow action — a discrete step that can be placed at any point within a digital journey in XPerience Studio. This approach introduces a decoupled authentication model, embedding verification directly into workflow logic (while also enabling secure interations in unathenticated contexts).

Why it matters for carriers:

1. Step-up verification can be applied at the command level, not just at login— reducing friction without sacrificing security
2. Offline-to-online journeys (e.g., payment flows initiated via physical mail or direct URL) are supported without forcing full login
3. Carriers control exactly where verification occurs — applied at points of risk, not broadly across the customer experience

Technical highlights:

• User verification deployed as a configurable step within any workflow journey, independent of login state
• Contextual "step-up" authentication — triggered only when a defined sensitive action is reached within a journey
• Standardized across all platform use cases; no custom build required per carrier

User verification workflow step added to a front-end journey

See It in Action

These four capabilities work together to give your teams a faster path to build, a more reliable automation layer, and tighter control over security — all without increasing IT dependency.

Speed, automation, and security aren't just operational wins; they compound into better customer experiences at every stage of the journey — and that's how XPerience Studio drives customer lifetime value.

Ready to see what’s new?