InsureTech Case Study

Modernizing Apex Insurance

How a custom SaaS platform transformed agency operations.

Situation

Apex Insurance, a mid-sized agency with 50 agents, was facing significant operational hurdles. Their existing management software was a decade old, desktop-based, and lacked modern integrations. Agents wasted hours on manual data entry, policy tracking was prone to human error, and generating reports was a multi-day process. This inefficiency was directly impacting their ability to scale and provide timely customer service, leading to client churn.

Task

Bohotek was tasked with designing and developing a comprehensive, cloud-native SaaS platform to replace their legacy system. The primary objectives were to:

  • Automate repetitive administrative tasks.
  • Create a single source of truth for all policy and client data.
  • Provide a self-service portal for clients to view policies and make payments.
  • Enable real-time analytics and reporting for management.

Action

Our team executed a multi-phase plan:

  1. Discovery & Strategy: We conducted in-depth workshops with agents, underwriters, and administrators to map out existing workflows and pain points. This led to a detailed product roadmap.
  2. Architecture & Design: We designed a secure, multi-tenant architecture on AWS for scalability. Our UI/UX team crafted a clean, intuitive interface that required minimal training for agents.
  3. Agile Development: Working in two-week sprints, we developed key modules including a policy management engine, an automated claims tracker, a secure client portal, and a dynamic reporting dashboard.
  4. Data Migration & Integration: We built custom scripts to securely migrate over 100,000 records from their old system. We also integrated with third-party payment gateways and communication APIs.
  5. Testing & Deployment: The platform underwent rigorous testing, including UAT with a pilot group of agents, before a seamless, phased rollout to the entire company.

Result

The new InsureTech platform was a resounding success, delivering transformative results within the first six months:

40%

Increase in Agent Productivity

50%

Reduction in Claim Processing Time

95%

Client Satisfaction Score

Project Snapshot

Client: Apex Insurance

Industry: Insurance

Services:

  • SaaS Development
  • UI/UX Design
  • Cloud Architecture
  • Data Migration

Tech Stack:

React Node.js PostgreSQL AWS Docker