Paperwork to Policy in Minutes: A Complete Digital Flow for Insurance Agents
Client
Portal
Year
2023
Overview
A national insurer’s sales network needed a single, guided app for agents to capture end-to-end professional liability applications—everything the customer must provide, plus real-time pricing and bind-ready documents.
Where Agents Were Losing Time
Fragmented intake across PDFs, emails, and legacy screens led to NIGO (not-in-good-order) submissions, rework with underwriting, and slow time-to-quote. Limits/deductibles/riders weren’t comparable; eligibility and risk flags surfaced late; compliance copy was inconsistent.
How We Fixed It in 13 Weeks
10-Day Clarity Review → mapped intake, defined success metrics (time-to-quote, NIGO rate, quote-to-bind).
Delivery Growth Pod → designed a guided wizard with dynamic questions by profession, real-time eligibility checks, integrated rating engine pricing with transparent breakdown, compare plans/limits/deductibles, required-document checklist, save/resume, e-signature staging, and CRM/Policy Admin handoff. Spec-first package (states, errors, accessibility, acceptance criteria) and design-system-aligned components.
What Changed (By the Numbers)
–42% time-to-quote (median)
–38% NIGO submissions (resubmission cycles)
+21% quote-to-bind conversion
–33% underwriting back-and-forth on missing info
+14% premium per policy (rider/limit mix shift via clearer comparisons)
WCAG 2.1 AA pass; component variants 11 → 6
Scope of Work
Project images are handled through multi-reference.
This flexible image system allows you to showcase your work in its best light on project pages. Multi-reference lets you upload images to your CMS and select the ideal ratio for each specific context, add custom descriptions, and create side-by-side image comparisons - all while maintaining visual consistency throughout your portfolio.
Which allows your project pages to be highly adaptable.
Unlike traditional templates with rigid image slots, this system gives you complete freedom to present unlimited project images without modifying the template structure. Your portfolio adapts to your content rather than forcing your work to fit predetermined formats, ensuring your projects look professional across all devices.
Add optional descriptions to explain your work.
Enhance your project showcases with tailored descriptions that provide context and highlight key aspects of your process. These optional text blocks let you emphasize specific features, explain challenges you overcame, or detail the results achieved for the client.
You can select ratios for your images.
Choose from various aspect ratios to present your work in the most flattering format. This flexible system allows you to optimize each image display based on content type - whether you need widescreen presentations for landscapes or square formats for logos.
For example this image is using a 16:9 ratio.
Widescreen formats are perfect for showcasing device mockups, web designs, and panoramic visuals. The 16:9 ratio provides a cinematic feel that works exceptionally well for digital interfaces and presentation-style content.
And this one is using a 4:3 ratio.
The classic 4:3 ratio offers a balanced frame for product photography, print work, and traditional layouts. This proportion provides more vertical space, making it ideal for packaging designs, book covers, and print materials.
You can even add a second image.
Create powerful visual comparisons by placing images side by side. This feature is perfect for before/after demonstrations, showing variations of a design, or presenting multiple views of physical products. Paired images tell a more complete story of your creative process.
