Modernizing Agent Management Platform for Scalable Insurance Operations

An established insurance agency's existing custom platform, developed over the past 20 years, faces significant limitations due to monolithic architecture, including technical debt, manual processes, and lack of standardization in data structures. This hampers scalability, agent management, and operational efficiency, necessitating a complete reengineering of their digital infrastructure to support over 5,000 agents across multiple channels.

A large insurance provider seeking to enhance its agent management and operational efficiency through a comprehensive digital platform.

• Reengineer and modernize the existing legacy platform to improve scalability and robustness
• Standardize data structures to enable seamless data exchange and integration
• Design and implement a responsive, omnichannel user interface for agents, prospects, and internal users
• Develop a comprehensive API framework to facilitate automated data access and reduce manual input
• Achieve faster web page load times (targeting under 3 seconds across devices) to enhance user experience
• Enable secure integration with third-party data sources (e.g., location services) for automated workflows
• Support efficient management of agents, prospects, tasks, and policies with transparency and improved productivity

• Responsive omnichannel interface across browsers and devices
• Well-orchestrated API framework for seamless data exchange with core systems
• Automated workflows for quote generation, premium calculation, policy issuance, and binding
• Secure integration plugins with external data sources such as geographic mapping services
• User and agent management modules with task tracking and transparency features
• Migration capabilities for existing agent, prospect, and user data to the new platform
• Role-based access control and robust security protocols

• Third-party geographic and location data sources (e.g., mapping services)
• Existing core insurance processing systems via API
• Secure data sources for customer information and policy data

• System should support over 5,000 agents with scalable infrastructure
• Achieve web page load times of under 3 seconds across all form factors
• Ensure high security standards with role-based access and data encryption
• Maintain high availability and reliable data access with minimal downtime
• Design for easy future scalability and integration with additional third-party services

The new platform is expected to significantly improve user experience for over 5,000 agents, providing transparency and efficient task management. It will enhance agent productivity, streamline operations, and support business growth by enabling faster quote processing, policy issuance, and real-time data access. The modernization will reduce manual effort and technical debt, leading to increased profitability and superior customer experience, with target web performance metrics supporting high user satisfaction.