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.
- Client’s Location
- Development Time
- Target Users
Insurance Companies and agencies.
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.
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.
Our client wanted to develop a web application that simplifies the connection between insurance agent and customer.
- 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.
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.
Customer can login/signup with email id, password, and other basic details.
Customer can create a profile by adding all the relevant details and by selecting agents, companies, and corporation agents.
Customers can view a detailed list of agents, along with their experience, reviews, & rewards.
Customer can connect and communicate with agents through text messages or emails.
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.
Agents can signup/login with their email id & password by selecting the ‘type’ option as Individual Agent.
Agents can fill in their details, contact info, image, etc. to help customers to know about them.
Agents can view the account activity and can set on/off activities.
Agent can monitor their account balance and get notified when the balance is less than the current bid.
Agent can add balance in their account to place a bid, or can initiate auto-refill payment mode.
Agents can place or increase/decrease their bidding amount and can monitor their listing position.
Agents can manage customer lists, details, and update property rent/sold status manually.
Agents can approve or reject the client’s appointment based on their availability.
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.
Companies can fill in their details, contact info, image, etc. to help customers and agents to know about them.
Company can view their account activity and can set on/off activities.
Company can check their account balance or add balance, and can set credit limit as approved by admin.
Company can place their bid or can increase/decrease the amount and can monitor their listing position.
Company can manage customer lists, details, and update property rent/sold status manually.
Corporation can view the list and details of the total connection count from each agent.
Corporation can apply for an extended credit limit which gets approval/rejection from the admin.
Corporations can add/edit the bid amount of any individual or all agents.
Corporation can accept/reject agent request or can add/delete and set active/inactive agents profile.
Corporation can filter each agent’s report individually for a customized time period.
Corporation can seek instant support of Admin in case of any query or complaint.
Publisher can register/login with some basic details and email id and password.
Publisher can add/edit/update profile details.
Publisher can view the property listing details and its type, along with unique ID and URL.
Publisher can view account activity and can on/off activities.
Publisher can keep track of revenue generated by customer and agent connections.
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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