Case Study

Insurance Brokerage Support Application for Financial and Insurance Solutions Provider

The Challenge

  • Users were requesting a simpler, more consistent and intuitive interface across all of the company’s digital products
  • Company mandate to “increase the ease of use of the digital platform in order to achieve improved productivity and encourage user adoption”

The Goal

Raise the bar for insurance brokerage software; create a suite of digital applications with intelligent interoperability, intuitive workflows, and a consistent look and feel

Our Approach

  • Created a scalable, component-based visual language that could be used across multiple applications (present and future), applied to any combination of purchased apps, with the ability to “white label” for specific clients
  • Created a streamlined set of intelligent online forms and dashboards to drive agent productivity and provide smart access across devices. As a result of the notable success of the effort, the client significantly altered their original business plan

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