Development of a Digital Producer & Consultant Portal with Cloud Migration Strategy

The client faces challenges with legacy architecture limiting digital engagement efficiencies for insurance producers and consultants. They seek to modernize their digital platforms to increase utilization, improve user experiences, and enable scalable, cloud-based infrastructure that integrates seamlessly with existing systems.

A well-established insurance cooperative with a strong focus on digital transformation, aiming to enhance its agent and consultant engagement platforms while migrating legacy systems to the cloud.

• Design and develop a modern web and mobile portal tailored for insurance producers and consultants to enhance digital product usage.
• Create a proof of concept for migrating existing legacy architecture to the cloud, ensuring system viability and integration capability.
• Support the company's ongoing digital transformation strategy to improve user experience and operational efficiency.
• Increase user engagement with digital tools and streamline interactions between external agents and internal systems.

• Responsive web and mobile interfaces for diverse user devices
• Integration with existing insurance management and commission systems
• Cloud-based architecture supporting reliable, scalable deployment
• Proof of concept architecture to assess migration feasibility from legacy systems
• Secure user authentication and role-based access control
• Dashboard and analytics features to monitor user engagement and system performance

• Existing insurance policy and claims management systems
• Commission and payout databases
• User authentication services
• Analytics and reporting tools

• System scalability to support increasing user load
• Performance metrics ensuring fast response times (e.g., sub-2 second page loads)
• High security standards, including data encryption and role-based access
• Consistent uptime SLA of 99.9%
• Ease of maintenance and future extensibility

The implementation of this modernized digital portal and cloud migration strategy aims to increase platform engagement among users by a significant margin, reduce reliance on outdated legacy systems, and improve operational efficiency. Expected outcomes include enhanced user experience, greater system scalability, and a future-proof infrastructure supporting continued growth and digital innovation.