Digital transformation for insurance brokers

Challenge

The Customer reached out to us to help improve their existing technology platform for insurance industry stakeholders: insurers, intermediaries, and their customers. The platform consists of a suite of tools for client management, workflows automation, and online sales.

Solution

The main part of the platform is a broker software to manage operations and customer relationships. The software automatically creates deals and draws up quotes for the existing clients, drastically reducing the time spent on processing renewals. The task management features facilitate daily sales and support activities and help the team stay focused on the goals on a client-by-client basis. Email integration provides a simple and safe way to store all client communication in one place.

Another part of the platform is an e-commerce solution to help clients request, compare, and buy insurance online. The clients start by filling in the application forms. Using the information that they provided, the solution generates interactive comparisons so that the clients can view available options and configure their policy. The solution is preconfigured with products from various insurance companies. To complete their order, the clients can upload the needed documents.

The quoting software helps create quotes in no time. As the platform supports insurer integration, the rates are automatically fetched from various insurer systems.

As the platform integrates with the existing clients’ systems, data security and safety are top priority.

Results

As a result of effective collaboration between the Crunch development team and the customer team, the solution is successfully used by insurance brokers, helping them digitally transform their businesses.