About Client
Having been in the insurance and finance industry for 35+ years, the client has offered its insurance products and investment services to individuals, families & business owners who want to streamline their finances. With eight offices throughout Florida and 75+ expert agents, the client has served many customers with products such as enterprise retirement financial planning, group health plans, individual life insurance, individual investment products, and more.
Insurance
Industry Challenge
The client is focused on elevating its customers’ financial circumstances and boosting financial confidence. The major challenge faced by the client in achieving its goal was the lack of resources to provide a tech-driven platform to the customers for round-the-clock online support. It wanted to extend the existing team with experts in modern technology to enhance those functionalities. The client wanted to allow customers to create accounts easily and clarify their financial queries using features like financial calculators and investment predictors.
Technology Stack
Business Impact
The enhanced platform provided the users with features where they could view data and videos all at one place.
The users could easily calculate their returns, analyze and communicate with financial advisers to build and maintain a strong portfolio.
The security protocol implemented in maintaining the servers ensured high data confidentiality and increased customer trust.
The improvements simplified processes and implemented an intuitive interface that increased the number of footfalls and conversion.
The project increased the number of representatives in more states.
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