Banking, Finance & Insurance
A Web Portal Enhancing Insurance Agents And Customer Interaction
- IA PLANNING
- ANALYSIS
- UX/UI DESIGN
- APP DEVELOPMENT
- Website
About Equoto
A web application platform eQuoto is the perfect solution for all insurance-related events. The platform allows people to find the best-licensed insurance agents to carry forward the related undertakings. The idea behind the platform development is to reduce the role of the middleman and provide one-tap availability of insurance agents for customers. eQuoto has also improved customer and agent engagement by streamlining all the insurance industry-related events.
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Client’s Location
United States
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Development Time
06 Months
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Target Users
Insurance Companies and Agents
Technologies Leveraged
We leveraged the strength of robust and secure technologies, tools, and frameworks used in the app/web to escalate the creation of new features and functionalities.
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Laravel
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PHP
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MySQL
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HTML5
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CSS
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Twilio
Identifying the Client Needs
Insurance agents, customers, corporations were all going through multiple challenges. Of all establishing a direct connection was the major. As the role of insurance intermediaries goes beyond the insurance marketplace services, our client wanted to channelize this wider economy where all the stakeholders including customers, agents, corporations, publishers can adequately conduct business and agents can act independently to assist clients. Equoto turned out to be the perfect web platform to encounter these challenges.
Client Goals
Our client wanted to develop a web application that simplifies the connection between insurance agent and customer.
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Web Objectives
- Customers should get access to a detailed list of licensed insurance agents along with their details.
- Insurance agents should be able to easily find the customers.
- Publishers should be able to exhibit insurance agents on their website for better visibility.
- Corporations should have multiple agents under their corporation and have full control of managing them.
Web Visual Designs
To design visually captivating websites, our UX experts combined creativity and functionality to create a simple yet impactful interface that delivers the brand’s message.
Development
The development team effectively introduced all the features and functionalities that are required to make the Equoto app services outstand in the market. Our back-end team very efficiently did all the coding based on the low-fidelity wireframes for all five stakeholders.
Signup/Login
Customer can login/signup with email id, password, and other basic details.
Create Profile
Customer can create a profile by adding all the relevant details and by selecting agents, companies, and corporation agents.
Agent List
Customers can view a detailed list of agents, along with their experience, reviews, & rewards.
Build Connection
Customer can connect and communicate with agents through text messages or emails.
Schedule Appointments
Customer can choose available slots of agents to set up an appointment.
Rate & Review Agent
Customers can give their feedback for each agent based on their appointment and assistance experience.
Sign up/Login
Agents can signup/login with their email id & password by selecting the ‘type’ option as Individual Agent.
Complete Profile
Agents can fill in their details, contact info, image, etc. to help customers to know about them.
Dashboard
Agents can view the account activity and can set on/off activities.
Account Balance
Agent can monitor their account balance and get notified when the balance is less than the current bid.
Add Balance
Agent can add balance in their account to place a bid, or can initiate auto-refill payment mode.
Current Bid
Agents can place or increase/decrease their bidding amount and can monitor their listing position.
Customer Listing
Agents can manage customer lists, details, and update property rent/sold status manually.
Schedule Appointment
Agents can approve or reject the client’s appointment based on their availability.
Payment Setting
Agents can add or remove the account and their credit card details.
Sign Up/Log in
Company can signup/login with their email id and password by selecting the ‘type’ option as Company.
Complete Profile
Companies can fill in their details, contact info, image, etc. to help customers and agents to know about them.
Dashboard
Company can view their account activity and can set on/off activities.
Account Balance
Company can check their account balance or add balance, and can set credit limit as approved by admin.
Current Bid
Company can place their bid or can increase/decrease the amount and can monitor their listing position.
Customer Listing
Company can manage customer lists, details, and update property rent/sold status manually.
Total Connection
Corporation can view the list and details of the total connection count from each agent.
Credit Limit
Corporation can apply for an extended credit limit which gets approval/rejection from the admin.
Bid Details
Corporations can add/edit the bid amount of any individual or all agents.
Agent Management
Corporation can accept/reject agent request or can add/delete and set active/inactive agents profile.
Reports
Corporation can filter each agent’s report individually for a customized time period.
Customer Support
Corporation can seek instant support of Admin in case of any query or complaint.
Register/LogIn
Publisher can register/login with some basic details and email id and password.
Publisher Profile
Publisher can add/edit/update profile details.
Listing Placement
Publisher can view the property listing details and its type, along with unique ID and URL.
Dashboard
Publisher can view account activity and can on/off activities.
Revenue Tracking
Publisher can keep track of revenue generated by customer and agent connections.
Site Listing
Publisher can view site listing along with the listing agent, Placement Company, product type, etc.
Project Outcomes: Evaluating the Impact
In a short span of time, the eQuoto platform acted as a driving force. Both customers and agents along with other stakeholders were able to enjoy the high level of convenience offered by the website’s easy navigation and intuitive features. It became easy to gain and share the required information between both parties. The platform also contributed to bring rapid changes to the system that manages agents and corporation activities and strikes the balance to operate with full efficiency and enhanced visibility.
- The app allows users to access their insurance policies, coverage details, and other relevant documents digitally.
- Users can directly communicate with the insurance agents, allowing them to consult their queries.
- Insurance Agents get access to data analytics and insights for better customer understanding.
- Agents can use customer data to offer personalized insurance recommendations based on user’s needs and preferences.
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