Running an insurance brokerage today demands efficient policy management, seamless client communication, and compliance adherence across diverse product lines. Faced with fragmented legacy systems, manual workflows, and limited transparency for agents and customers, this brokerage needed a technology-driven transformation.

This case study explores how a React and Node.js based platform, integrated with core systems and automated workflows, helped the brokerage reduce operational overhead, improve agent productivity, and enhance client satisfaction. Key takeaways include:

• How a centralized platform unified policy management, claims tracking, and client communications
• Why automated workflows reduced manual data entry and sped up policy issuance
• The role of responsive portals in empowering both agents and customers with self-service capabilities