OVERVIEW
Selling insurance in the US is complex. Agents have to deal with endless paperwork, strict licensing laws, and confusing pay systems. We worked with a major InsurTech company to simplify all of this. We built a "digital-first" platform that handles everything an agent needs—from signing up to getting paid—all in one place.
By automating the boring stuff and making numbers easy to see, we've helped agents focus on what they do best: helping people find the right insurance.
The Business Challenge
The Problem
Managing an insurance team was a manual nightmare:
- Signing up new agents took over a week due to paperwork.
- Tracking who works for whom (hierarchies) across states was confusing.
- Calculating commissions and bonuses by hand led to constant disputes.
- Agents had no clear way to see how much they had earned until the end of the month.
The Goal
- Make signing up as easy as joining a social media app.
- Create a transparent system where agents can see their earnings in real-time.
- Ensure everyone is properly licensed and follows the rules automatically.
- Scale the business to support thousands of agents without adding more office staff.
The Solution
Automating the Agent Journey
We built a powerful backend system that acts as the "brain" for the entire agency, ensuring data flows correctly from the moment a policy is sold to the moment the payout is released.
Instant Onboarding
Agents now sign up digitally. Licensing and background checks are done automatically in under 24 hours.
Smart Team Management
Managers can easily see their whole team's progress and organize their structure with a few clicks.
Fair & Fast Pay
A rule-based engine calculates every cent of commission instantly, ensuring precise and timely payouts.
Real-Time Visibility
Agents have a dashboard showing daily sales and exactly how much they've earned in bonuses.
The Impact
80% Faster Sign-Ups
Onboarding went from 10 days to just 1 day, allowing the team to grow rapidly.
Zero Pay Disputes
By automating the math, we eliminated payout errors, building massive trust with the agents.
50% Operational Savings
The company now handles thousands of additional agents with the same number of support staff.
Total Transparency
Agents are happier and more motivated because they can see their "leaderboard" and progress 24/7.
Conclusion
This InsurTech platform proves that transparency is the key to trust. By automating the agent lifecycle, we didn't just build software; we created a more efficient way for people to build their insurance careers.
Faster onboarding, accurate pay, and clear goals—that's how technology empowers people to succeed.
