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Development of Scalable Income Protection Insurance Platform with Interactive Visual Analytics

emergentsoftware.net

Insurance

Financial services

Challenges in Client Engagement and Data Visualization for Insurance Agents

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.

About the Client

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

Objectives for Platform Development

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

Core System Functionalities

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

Technology Stack Requirements

React for frontend development

Node.js for backend API

Bootstrap for responsive design

Jamstack/Gatsby for marketing site

Contentful CMS for content management

Auth0 for authentication

External System Integrations

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

Non-Functional Requirements

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

Expected Business Impact of the New Platform

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.