IIBS Goes Cloud With Zero Downtime
About Interlink Insurance
Brokers
Since 1986, Interlink Insurance Brokers (IIBS) has been a trusted WA-based broker specialising in tailored insurance and risk management for SMEs, commercial enterprises and corporate clients across Australia.
Partnering with organisations in construction, resources, manufacturing, transport & logistics and professional services, IIBS delivers bespoke solutions that align with each client’s unique risk profile.
As they looked to modernise their IT, IIBS needed to move off an ageing on-premises CRM and centralised remote desktop environment, so TechBrain stepped in to help them get to a more agile cloud enabled platform.
CRM Bottleneck Slows the Team
IIBS’s legacy systems relied on officetech 5, accessible only through a central remote desktop server. As the business grew, this model impeded productivity: underwriters and brokers were tied to head office and couldn’t access critical client files remotely or from branch locations.
Migrating thousands of policy, claims, and client records to officetechnow risked missing renewal deadlines and delaying quotes if any data sync failed.
At the same time, seamless integrations with Insight and Sunrise Exchange (Ebix Australia) had to remain intact—any broken data stream could disrupt underwriting, claims handling and ultimately compliance.
Lastly, shifting from a centralised model to individual cloud applications threatened to confuse end users and drive productivity dips without careful training.
Cloud Migration, Zero Disruption
TechBrain mapped dependencies and prepared officetechnow, Office 365 add-ins, Sunrise and Insight connectors, all validated in a test environment.
We synchronised policy, claims and client records from officetech 5 to officetechnow preserving attachment structures.
We configured TLS certificates, IP whitelisting and API tokens to enable seamless integration. During cut-over we finalised the data sync, retired officetech 5 and deployed Office 365 add-ins.
Seamless Workflows & Growth
On go-live day underwriters and brokers logged in with their Office 365 credentials and could access client files, quotes and renewal workflows.
No missed deadlines, no workarounds.
Sunrise Exchange and Insight now syncs in real time with the cloud CRM so staff have up to date claims histories and premium calculations at their fingertips.
In this case, no feedback is great feedback.
Court came out today and explained the whole process and the work was done promptly and efficiently. We anticipated a longer downtime, however, everything was completed successfully in a shorter period. Phew!! Good job Court.