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Development of an All-in-One Disability Insurance Management Platform with Automated Sales and Policy Management

orases.com

Insurance

Financial services

Challenges with Outdated Insurance Sales and Management Systems

The client faced significant inefficiencies due to outdated software, including manual sales processes, limited scalability, vendor lock-in, and poor customer data management. These issues hindered operational efficiency, slowed quote generation, and restricted business growth potential.

About the Client

Largest disability insurance brokerage agency for The Guardian Life Insurance Company of America, specializing in individual disability insurance for consumers and supporting insurance agents nationwide

Key Goals for the New Insurance Management Platform

Automate manual sales and lead processes
Eliminate vendor lock-in and reclaim intellectual property
Enable 24/7 self-service insurance quoting for consumers
Improve operational efficiency and customer experience
Support scalable growth across multiple partner agencies

Core Functionalities and Key Features

Real-time disability insurance quote calculator
Automated email outreach system for policyholders
Lead tracking and management dashboard
Self-service policy purchase interface
Agency portal for policy creation and management
Multi-agency communication automation tools

Technology Stack Preferences

Web-based platform architecture

Cloud hosting (AWS/Azure)

Modern front-end frameworks (React/Angular)

Scalable backend systems (Node.js/Java)

Critical System Integrations

CRM systems for customer data management
Payment gateways for policy transactions
Third-party insurance data sources

Non-Functional Requirements

High scalability for multi-agency expansion
24/7 system availability
Data security and compliance (GDPR/CCPA)
Performance optimization for real-time quoting
Reliable system maintenance and updates

Expected Business Impact of the New Platform

The platform is projected to reduce quote processing time from weeks to days, support thousands of daily users across 30+ agencies, and increase policy pre-applications by over 100% (based on 6,000+ preapplications achieved within two years). It will enable efficient scaling while maintaining personalized customer engagement through automated tools.