Primary Stakeholder 
Insurance brokerage headquartered in California, US

Challenges
As the insurance company grew from 30 to over 100 employees, the need for modernization became essential. They required a cutting-edge digital distribution platform to manage agents, insurance carriers, and products, ensuring seamless application-quote-policy (AQP) processes. Additionally, they needed to streamline data from lead generation to backend insurance carriers and develop comprehensive underwriting and quality process controls.

How Ensurite Supported?

1. Unified Solution: Supported multiple stakeholders and various products (life, accident, dental, etc.) from different carriers.
2. Complete Automation: Enabled the end-to-end automation of the application-quote-policy process.
3. Flexible Workflow: Provided a customizable workflow solution with comprehensive data auditing.
4. System Integration: Integrated with multiple backend insurance carrier systems and payment gateways.
5. Templated Document Generation: Created documents as per the requirements of different carriers and various US state laws.
6. Digital Signature Solution: Implemented digital signature capabilities for end customers.

Outcome

Ensurite’s solutions modernized the brokerage’s operations, resulting in a streamlined AQP process, improved compliance, and enhanced customer service.