From manual quotes to self-service portal
A US-based insurance program manager needed a portal to allow pricing indications for their distribution. The system optimizes and streamlines business processes while ensuring accuracy and stability.
Key Features
- Universal sign-up capability
- Admin and user role differentiation
- Validated domain registration only
- User and partner approval/disable functionality
- White-label user setup
- Pricing indication generation
- Proposal and marketing packet printing
Deliverables
- Conceptualization
- Wireframe
- UX/UI Design
- Database Design
- API Implementation
- Prototyping
- Development
A Self-Service Portal for Insurance Distribution
The team created a self-service portal featuring dual admin and user roles. Users obtain pricing indications and printable proposals/marketing packets with minimal input.
Administrators manage indications on behalf of partners, access statistics for producers and distribution partners, and establish white-label users for specific products.
The solution was delivered at a fraction of the cost of industry-specific programmers with rapid implementation.
Platform Overview
New indication forms, broker management, and admin controls - all within a clean, intuitive interface.
The Outcome
Instant Quotes
24/7
Self-service portal delivers instant pricing indications around the clock, replacing 3-5 day manual quoting
Dual Roles
2 portals
Separate admin and user interfaces with tailored functionality for each role
Cost Efficiency
Fraction
Delivered at a fraction of the cost compared to industry-specific programmers with rapid implementation
Tools Used
30-min free consultation with our founder. No strings attached.
Contact us
Fill out the contact form & schedule a free discovery call
Paulius Medekšas
Business Development Manager
Complete the form and we will provide you with a price and time estimate for development after the call free of charge.