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Development of a Modern Insurance Quoting Platform for Enhanced Agent Productivity and Client Experience
  1. case
  2. Development of a Modern Insurance Quoting Platform for Enhanced Agent Productivity and Client Experience

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Development of a Modern Insurance Quoting Platform for Enhanced Agent Productivity and Client Experience

wearenotch.com
Insurance
Agriculture

Legacy System Limitations and Market Competitiveness

Existing insurance quoting systems suffer from outdated user interfaces, fragmented data access, lack of integration with modern tools, and insufficient analytics capabilities. These limitations hinder agent productivity, slow down sales cycles, and reduce client satisfaction in a competitive agricultural insurance market.

About the Client

A leading US crop and livestock insurance provider, part of Tokio Marine, seeking to modernize its digital tools for agents and clients.

Modernization and Business Growth Goals

  • Replace legacy systems with a unified, intuitive quoting platform
  • Improve agent decision-making through centralized data access
  • Automate document creation and approval workflows
  • Position ProAg as a technology leader in agricultural insurance

Core Platform Capabilities

  • Role-based dashboards for agents and administrators
  • Real-time livestock/crop risk assessment tools
  • Automated policy document generation with e-signature integration
  • Multi-system data aggregation from existing ProAg platforms
  • Customizable client reporting and analytics

Technology Stack Requirements

.NET 6
React
TypeScript
Azure Service Bus
AWS Lambda
Azure DevOps
SASS
Bootstrap

System Integration Needs

  • DocuSign e-signature API
  • Okta authentication service
  • Existing ProAg backend systems
  • Cloudflare security infrastructure
  • Google Analytics 4

Operational Requirements

  • High availability (99.9% uptime)
  • GDPR and CCPA compliance
  • Scalable architecture for seasonal demand
  • Cross-browser compatibility
  • Role-based access control (RBAC)

Operational Efficiency and Market Position Enhancement

Implementation of a modern quoting platform is expected to reduce policy processing time by 60%, increase agent productivity through centralized data access, and improve client satisfaction with faster, more transparent quoting. The solution will enable ProAg to maintain compliance with evolving agricultural insurance regulations while supporting growth in market share through superior digital experience.

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