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Unified Digital Platform for Insurance Brokers and Consultants
  1. case
  2. Unified Digital Platform for Insurance Brokers and Consultants

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Unified Digital Platform for Insurance Brokers and Consultants

clockwork.com
Insurance
Healthcare

Challenges with Disjointed Digital Presence

The company operates 20+ domains with inconsistent user experiences and content governance, leading to information silos, reduced trust from sales teams and external partners, and inefficiencies in self-service capabilities that negatively impact sales relationships.

About the Client

Global provider of health insurance solutions for brokers, consultants, and corporate clients

Key Project Objectives

  • Consolidate 20+ domains into a single unified digital platform
  • Implement human-centered design for broker/consultant audiences
  • Establish scalable content governance framework
  • Improve self-service capabilities and sales enablement tools
  • Align with existing technology initiatives and resources

Core Platform Requirements

  • Unified content management system with multi-market support
  • Audience-specific portals for brokers, GAs, and consultants
  • Interactive product comparison and quoting tools
  • Personalized content recommendations
  • Integrated training and certification modules
  • Real-time analytics dashboard for user behavior tracking

Technology Stack Preferences

Headless CMS (e.g., Contentful/Sitecore)
React.js frontend framework
AWS cloud infrastructure
GraphQL API layer
AI-powered search (e.g., Algolia)

Critical System Integrations

  • Salesforce CRM integration
  • Google Analytics 4 implementation
  • HubSpot marketing automation
  • Single Sign-On (SSO) solutions
  • Third-party insurance rating engines

Non-Functional Requirements

  • Support for 100,000+ concurrent users
  • 99.9% platform uptime SLA
  • Role-based access control (RBAC)
  • GDPR and HIPAA compliance
  • Multi-language support for global markets

Expected Business Impact

Consolidation of 20+ domains into a single platform will reduce operational complexity by 60%, improve broker satisfaction scores by 40%, and increase self-service adoption by 70%, resulting in accelerated sales cycles and enhanced customer trust through consistent, governed content experiences.

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