A mid-sized insurance brokerage firm managing multiple agents and diverse insurance products (life, health, auto, property) approached iShore Business Solutions to streamline their operations. The client had a strong sales network but struggled with operational inefficiencies, manual processes, and poor visibility across their policy lifecycle.
Location: United Kingdom
Team Size: 100+ agents
Engagement Model: End-to-end custom development
Duration: 4 months
Despite their strong market presence, the client faced several key challenges that limited their growth and efficiency:
Manual Processes: Policy creation, renewals, and claim tracking were handled through spreadsheets and emails, leading to delays and data inconsistencies.
Limited Client Visibility: Clients couldn’t access real-time updates on their policies or claims, increasing support requests.
Commission Complexity: Calculating multi-level commissions across brokers and sub-agents was time-consuming and error-prone.
Lack of Integration: Their CRM, accounting, and insurer systems were not connected, causing data duplication and inefficiency.
Compliance Risks: Manual document handling posed risks for data security and regulatory compliance.
After analyzing the client’s workflow and business objectives, iShore Business Solutions designed and developed a Custom Insurance Broker/Agent Portal — a centralized digital platform tailored to their needs.
1. Policy & Quote Management
Automated policy lifecycle: creation, renewal, endorsement, and cancellation
Dynamic quote generation from multiple insurers via integrated APIs
Real-time premium calculation and proposal generation
2. Agent & Client Management
Centralized CRM for brokers, agents, and clients
Automated onboarding with digital KYC and document verification
Role-based access control for Admins, Brokers, and Sub-Agents
3. Commission & Incentive Automation
Multi-tier commission structure
Real-time commission calculation, tracking, and reporting
Automated payout statements for agents
4. Claims Management
Online claim initiation and document upload
Real-time claim status tracking and notifications
Integration with insurer claim APIs for faster processing
5. Analytics & Dashboards
Performance tracking dashboards for sales, renewals, and revenue
Custom reporting (by policy type, insurer, or agent)
Predictive analytics for client renewals and churn risk
6. Compliance & Security
End-to-end data encryption
Audit logs for all system activities
IRDA and GDPR-compliant document handling
7. Client Self-Service Portal
Policy lookup, renewal, and payment via secure gateway
Claim submission and tracking
Downloadable documents and renewal reminders
Frontend: Angular / React
Backend: Node.js / Laravel
Database: MongoDB / MySQL
Integrations: Insurer APIs, Payment Gateways, CRM, Accounting Tools
Cloud Hosting: AWS
“The portal transformed how we operate. Our agents can now access everything in real-time — quotes, policies, commissions — all from one place. Client satisfaction has gone up significantly, and our operations are smoother than ever.”
— Operations Director, Insurance Brokerage Client
Reduced manual workloads and operational costs
Improved transparency for clients and brokers
Faster decision-making through analytics
Compliance-ready, secure document management
Scalable system ready for future integrations
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