Borrower Insurance

Platform for Borrower Insurance Calculation

An insurance group needed to create a unique platform capable of handling borrower insurance calculations for four different brands. The platform had to adapt to each brand's network while offering a smooth and integrated user experience.

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Objectives

  1. Calculate borrower insurance.
  2. Develop a single platform for four different brands, adaptable according to the network.

Moyens Mis en Place

User Journey Construction and Graphic Design

  1. Design of an intuitive and smooth user journey.
  2. Graphic design to ensure an attractive and user-friendly interface.

Full Stack Development

Complete development of the tool, from front-end to back-end, to ensure the platform's robustness and reliability.

Pricing API

Conceptualization and development of a pricing API to calculate insurance premiums accurately and quickly.

Lead Management

  1. Implementation of a system to send leads to advisors via email.
  2. Integration of leads into the tool for effective tracking.

Journey Resumption

Ability for users to resume an interrupted journey, thereby improving the user experience and lead conversion.

Document Generation

  1. Automatic generation of contractual PDFs to formalize insurance offers.
  2. Generation of the amortization schedule to provide a detailed view of payments.

Interfacing with the Client's IS

Integration of the platform with the client's Information System (IS) for real-time data synchronization and management.

Results

Thanks to these initiatives, the platform succeeded in:

Multi-Brand

Providing a powerful tool adapted to the specific needs of four different brands.

Automated Lead Management

Improving advisor efficiency through automated lead management and document generation.

Resuming Interrupted Journeys

Providing a continuous user experience with the ability to resume interrupted journeys.

Pricing API

Offering a comprehensive, precise, and fast pricing service thanks to the pricing API.

Summary

This case study demonstrates how building a unique and adaptable platform, combined with advanced features like the pricing API and document generation, can transform the way borrower insurance is managed. By meeting the specific needs of multiple brands and offering a seamless user experience, the company was able to improve its processes and customer satisfaction.