Quote-and-bind portal for insurance brokers
A broker portal for instant quotes, policy binding and document generation for commercial insurance products.
- Client
- Managing general agent (MGA)
- Industry
- Insurance
- Country
- United Kingdom
- Team
- 6 specialists
- Duration
- 6 months
- Services
- Web development, Discovery phase, UI/UX design
Example engagement — client details are anonymized. References available on request under NDA.
Project overview
An MGA distributing commercial insurance through brokers wanted to replace email-based quoting with an online portal that returns instant quotes for standard risks.
About the client
A specialist managing general agent underwriting commercial lines on behalf of insurers.
Business challenge
Brokers waited days for quotes, underwriters were overloaded with simple risks, and competitors were winning business with instant quotes.
Technical challenges
- Encoding complex rating rules
- Generating compliant policy documents
- A referral workflow for non-standard risks
Solution delivered
After discovery and UX workshops with brokers, we built a portal with a configurable rating engine, instant quotes, online binding, document generation and a referral workflow for underwriters.
Key features
Instant quotes
Real-time pricing for standard commercial risks.
Online binding
Bind cover and issue documents in one session.
Document generation
Schedules, certificates and wordings generated automatically.
Referral workflow
Non-standard risks routed to underwriters with context.
Broker dashboard
Quotes, policies and renewals in one place.
Results and value delivered
- Instant quotes for standard risks
- Underwriters focused on complex cases
- A better broker experience
- Faster time to bind
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matteo.costa@fortunearcx.com