Digital Portal for Insurance Broker
An insurance broker with a growing volume of clients managed inquiries and quotes via email threads and spreadsheets. This slowed downtime, caused discrepancies between quotes and policies, and made traceability difficult. We built a web portal that centralizes requests, standardizes quoting, and provides a clear history of who proposed what and when.
Project Goals
Reduce time for quote preparation and comparison.
Decrease errors from manual entry and transcription.
Full traceability of status and commitments for every request.
Unified database with clients, quotes, policies, and commissions.
Our Approach
Mapped the process from request → quote → policy → commission report and defined roles and responsibilities.
Designed a data model and validation rules to avoid discrepancies between quotes and issued policies.
Integrated automated quote collection/updates and generated comparison tables via templates.
Built an audit trail, statuses, and notifications (email/in-app) for traceability and control.
Solution
- Centralized dashboard for requests and clients.
- Quote generation and comparison using a unified template.
- Change history (audit log) and role-based access.
- Data export for reporting (policies, payments, commissions).
Results
- Faster and more consistent quoting through a standardized process.
- Better traceability of requests, quotes, policies, and commissions.
- Fewer errors from manual transfer and more control over promised conditions.
FAQ
How long does such an implementation take?
Do we need to install software?
What happens to old data?
Contact
Do you have a question or want to discuss a project? Write to us.