Development of Scalable Income Protection Insurance Platform with Interactive Visual Analytics

Insurance professionals lacked existing tools to generate visual charts from client data, requiring custom software development to differentiate their offering. Market solutions failed to meet requirements for interactive, mobile-optimized visualizations during sales conversations.

A startup founded by disability insurance veterans aiming to revolutionize client-agent interactions through visual data analytics and CRM integration

• Create proof-of-concept for income protection software analysis tool
• Develop scalable platform combining CRM and graphical analytics
• Enable visual demonstration of coverage benefits during consultations
• Establish subscription-based revenue model for independent agents
• Ensure consistent branding across platform and marketing assets

• Interactive graph generation from client financial data
• Mobile-optimized visual comparison of insurance plans
• Secure user authentication with role-based access
• Payment processing integration for subscription management
• Content management system for marketing and educational materials

• Payment gateway integration (e.g., Stripe)
• Third-party CRM systems
• Marketing automation platforms

• High scalability for subscription growth
• Cross-device compatibility
• Enterprise-grade data security
• Sub-second chart rendering performance
• Brand-consistent UI/UX across all components

Empower insurance agents with interactive visual tools to increase client conversions, establish market differentiation through proprietary analytics capabilities, and enable scalable subscription growth through cloud-native architecture while maintaining industry compliance standards.