3
Team Members
1000+ hrs
Project Duration
Industry
Real Estate, Proptech
The Cova AI Insurance Portal revolutionizes the insurance process by providing an intuitive platform that significantly boosts efficiency.
Background
In the complex world of insurance, efficiency and clarity are paramount. The Cova AI Insurance Portal was conceived to tackle the common pain points faced by brokers, customers, and underwriters. The goal was to create an intuitive platform that would not only streamline the insurance process but also enhance the overall user experience by leveraging the power of AI.
Challenges
Complex Client Management:
Brokers needed a more efficient way to manage multiple clients and policies without getting bogged down by manual processes.
Inefficient Communication
The client faced challenges in maintaining consistent and clear communication between brokers, customers, and underwriters.
Proposal Generation
Manually generating insurance proposals was time-consuming and prone to errors, which affected the overall workflow.
Technology Stack
Solutions
AI-Powered Communication Hub:
We developed a sophisticated AI module that automates the generation of welcome, insurance, and proposal emails. This feature not only saves time but also ensures that all communications are consistent and tailored to the recipients needs.
Streamlined Client Management:
Our team designed a robust client management system within the portal. Brokers can now effortlessly manage their entire client base, with features that allow for easy tracking, updating, and organization of client data and policies.
Enhanced User Experience:
To address the frustrations related to the user interface, we crafted a sleek and intuitive design. The use of Figma allowed us to prototype and refine the interface, ensuring that the portal is user-friendly and accessible for all stakeholders.
Outcomes
Operational Efficiency:
The portal significantly reduced the time required to manage clients and generate proposals.
Scalability:
The use of AWS ensured that the portal can easily scale as the client’s business grows.
User Satisfaction
The new user interface led to higher satisfaction rates among brokers, customers, and underwriters.
Improved Communication:
Consistent and error-free communication across all parties involved.