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Case Studies

Powering a new kind of insurance provider

 Person using their phone

Berkely One needed a new agent portal to match its innovative, customizable and personal approach to insurance.

 Person using their phone

Challenge

Berkley One is a new kind of insurance provider — one that’s not afraid to innovate and adapt. And it needed its technology to match. The startup insurer asked our team to create a client and agent portal that was intuitive, fast and easy to use.

Solution

Instead of designing software around the traditional way insurance is sold, we custom-built a solution for agents’ needs. Based on extensive user input, we connected half a dozen APIs and external systems into one seamless digital experience.

Services provided

Results

Agents told us what they craved — and we delivered. We listened to their feedback and created custom insurance software that’s fast and intuitive. Agents can get information they need to prepare quotes and respond to clients as quickly as possible. The portal supports how agents work in partnership with clients and delivers a better experience for everyone. And it fits the company’s passion for innovation.

“The customer portal allows us to quickly get answers, find information, quote something and then get back to our clients as fast as possible.”

Jason Ott

Director of Field Operations at Aeon Private Risk Management, a Berkely One agent company