Empowering a Growing Insurance Provider in the US through Digitization

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.