Streamlining an Insurance Platform for Agents

This project addressed inefficiencies in a legacy policy and quoting system used by insurance agents. By consolidating multiple apps into a single platform, the initiative simplified workflows, increased adoption, and established a scalable foundation for future digital growth

Challenge Approach Solution

Agents relied on a legacy enterprise app for quoting and policy management that was outdated, fragmented, and inefficient. 

Specific challenges included:

  • Switching between multiple apps to complete transactions
  • Workflow friction and inefficiencies
  • Increased risk of losing market share as competitors modernized faster
  • Urgent need for high-quality content, production, and program management
Challenge Approach Solution

Built the Simplified Sales Experience platform that:

Conducted experience audits of homeowners and renters apps 

Designed a 
consolidated platform to unify functionality and simplify workflows

Introduced modern UI patterns with desktop-first design

Collaborated with stakeholders to align with enterprise digital strategies

Challenge Approach Solution

Simplified Sales Experience
app that:

  • Consolidated homeowners + renters into one platform
  • Reduced redundancy and agent training requirements
  • Streamlined quoting workflows with compliance built in
  • Adapted mid project to leadership’s strategic pivot

Impact

These changes laid the
groundwork for measurable,
long term enterprise value.

Enabled policy
quoting

directly in the new platform
(with end to end flows in progress)

Increased
adoption

and measurable growth in
completed quotes

Kept pace with
competitors

through modernization

Reduced duplication
and training needs

improving efficiency

Built a scalable
foundation

for mobile and omnichannel
growth

Your challenge could be next.

From modernization to strategy alignment, we help teams move beyond short-term
fixes and build sustainable impact.

Let’s Work Together