A US-based insurance program manager needed a portal to allow pricing indications for their distribution. They needed the system to optimize and streamline their business processes while ensuring accuracy and stability.
<p-light>UX/UI Design <p-light>
We built a self-service portal with both admin and user roles. Users are able to obtain pricing indications and a printable proposal and marketing packet with limited inputs from the partner. Administrators can provide indications on behalf of the partners, see statistics on both individual producers and distribution partners. Admins are even able to set up “white label” users on specific products. The project included universal sign up and core security features including: • only allowing validated domains to register
• ability to approve or disable specific users and partners. We were able to implement this quickly and at a fraction of the cost of industry-specific programmers.