Broker software to manage operations and customer relationships
automatically creates deals and draws up quotes for the existing clients, drastically reducing the time spent on processing renewals.
InsurTech
Digital transformation for insurance brokers
Project Overview
The platform consists of a suite of tools for client management, workflows automation, and online sales.
Task management features
facilitates daily sales and support activities and help the team stay focused on the goals on a client-by-client basis.
Email integration
provides a simple and safe way to store all client communication in one place.
E-commerce solution to help clients request, compare, and buy insurance online.
the clients start by filling in the application forms. Using the information that they provided, the solution generates interactive comparisons so that the clients can view available options and configure their policy. The solution is preconfigured with products from various insurance companies. To complete their order, the clients can upload the needed documents.
The quoting software
creates quotes in no time.As the platform supports insurer integration, the rates are automatically fetched from various insurer systems.
As the platform integrates with the existing clients’ systems, data security and safety are top priority.
Results
As a result of effective collaboration between the Crunch development team and the customer team, the solution is successfully used by insurance brokers, helping them digitally transform their businesses.
PROJECT INFO
Location
USA
Team Size
3 engineers
Team Location
Poland
Technologies
JavaScript, Angular, PHP, Node.js
Database
mySQL, mongoDB
Web Server
Apache Server, Nginx
DevOps
Docker, Kubernetes, Git, GitLab, Helm, Terraform, Ansible
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