Case Studies

A digital transformation platform for insurance brokers

A digital insurance platform that automates broker operations, streamlines workflows, and enhances the online insurance purchasing experience.

KEY INSIGHTS
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Efficiency boost for brokers

Workflow automation and digital tools significantly reduced policy processing time and manual effort

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Seamless online insurance sales

Interactive comparisons and real-time insurer integration improved customer experience and conversion rates

About the client

The customer sought to enhance their existing technology platform to better serve insurance industry stakeholders, including insurers, intermediaries, and their clients.

A digital transformation platform for insurance brokers

Challenge

The challenge was to improve operational efficiency, automate workflows, and provide a seamless digital experience for insurance brokers and their customers.

Project Overview

The platform consists of a suite of tools for client management, workflows automation, and online sales.

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.

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-IS development team and the customer team, the solution is successfully used by insurance brokers, helping them digitally transform their businesses. It has led to increased efficiency, reduced processing time, and a seamless digital experience for both brokers and clients.

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

What Our Clients Say About Us

They come up with lots of scalable and best-practice ideas that enable us to achieve what we have right now.

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Nicky Senior Business Analyst at Softcat

Crunch-IS was great at leading us on what good should look like and bringing our ideas to life for evaluation and review.

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Matthew Head of Digital Strategy at Softcat

Crunch-IS impressed me with is the quality of developers. It is simply much better than in any other company we’ve tried working with.

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Klaus CEO at YouWe

We are impressed with their performance, how they are engaged with product development, and how they care about the product.

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Sebastian Co-Founder & CTO at Accountflow

It’s been a very enjoyable experience. All has been fantastic about communicating, and working.

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Marta Consultant at GIA Networks

Our partnership with Crunch-IS has been an invaluable resource as we’ve scaled.

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Ryan CTO at WorkDove

What I found in Crunch-IS was the technical competency, ability to think outside the box, and very good English.

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Garrett COO at Tabulate

They have a large impact on the whole architecture we ended up with. Overall, I’ve been pleased and impressed with everything Crunch-IS did for us.

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Kenneth CTO at Zuar

Crunch-IS impressed us with their technical excellence and the sheer ‘meeting of minds and cultures’ and open, honest exchanges. This was not a decision we took lightly, and 5 months into the engagement we continue to be really impressed with how Crunch-IS approach the collaboration, and we’re delighted with the calibre of the team we have working with us.

Gary | Testimonial Crunch-IS
Gary Managing Director at a UK Software Development company

Working with Crunch-IS was easy. They were patient with us as we worked through the contract questions and patient again as we were getting our billing set up. The design work was elegant and the developer delivered the app we had contracted for on time and good quality.

Scott | Testimonial Crunch-IS
Scott VP of Software Engineering at Analytic Index

The team at Crunch-IS was very nice to work with. They worked diligently and were very professional. When questions or technical problems arose, they answered them quickly and were always ready and kind about helping us.

Miia | Testimonial Crunch-IS
Miia Business Management at Conmark Systems

Crunch-IS developer helped us deliver an important feature for our project much faster than expected.

Rosario | Testimonial Crunch-IS
Rosario VP of Engineering at Profitap

Crunch-IS facilitated a seamless, collaborative effort throughout the project. The team maintained open lines of communication, kept detailed records of task assignments, and adhered to project timelines. Their expertise regarding both design and development sets the company apart.

Sisun | Testimonial Crunch-IS
Sisun CEO at Chintech

Crunch-IS provides ongoing development support that meets project requirements as needed. Despite their offshore location, they are easy to work with and accessible through communication channels

Bob | Testimonial Crunch-IS
Bob CTO at Timegen

The best vendor we could possibly find. Crunch-IS blends practical development with innovative design principals. Internal and external feedback to app development has been positive. They complete project milestones by the planned schedule and deliver within budget. The team’s responsive and willing to engage in productive dialogue.

Jeff | Testimonial Crunch-IS
Jeff CEO at USA Software Company

Crunch-IS exceeded my expectations. I appreciated the developers’ resourcefulness in the face of constraints and complex requirements. The company able to deliver and complete the project successfully.

Kate | Testimonial Crunch-IS
Kate Product manager at Mezonin

The project has gone smoothly so far. Crunch-IS has an exceptional work ethic. Consequentially, they’ve been able to tackle every challenge that comes their way. They manage day-to-day work on their own well but also communicate with us regularly to make sure we’re on the same page.

Andrew | Testimonial Crunch-IS
Andrew CMO at Qinetics

The app Crunch-IS worked on is clean, streamlined, and functions as intended. Crunch-IS goes above and beyond to ensure that both teams are in tune. The passionate team crafts an enjoyable experience through their positive demeanor and effective project management skills. The team was very friendly, and working with them was a pleasure.

Ian | Testimonial Crunch-IS
Ian CEO at Biomicc

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