Employee Management System for a Third-Party Insurance Broker

A Web and Mobile App that helps an insurance broking company keep tabs on their field agents and facilitate real-time communications.

Executive Summary

Our team of experts created a 10-month plan to build the field management software for our insurance broking client. The project involved 2 months of business analysis, module descriptions, and UI/UX designing. This was completed within two months after which we began working on the development and testing phase under the agile working methodology. Our web development, mobile app development, and software testing teams were working in synchronization to roll out modules faster and as per deadlines.

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We assured the client a completely bug-free software product and we worked tirelessly throughout the next 8 months to deliver on our promise. 

The end product was a state-of-the-art field service management software for the insurance broking company that helped the client streamline the company ecosystem and put them on the path to scalability. Today the company operates on more than 5000+ insurance agents all thanks to this software solution. 

About the Client

Our client is a third-party insurance broker in South Africa and has been in the business of selling insurance for more than a decade. He had a team of 10 odd insurance brokers and it was easy to manage them via phone or text or normal messaging apps. But then he decided to expand his business and hire more than 100 insurance agents. Then it became difficult to manage them via phone or messaging apps. 

The client’s business was expanding rapidly in terms of revenue and profits and he decided to invest in technology that would streamline his business processes and team management significantly. The client decided to build a web and mobile app that would bring all the insurance agents under one umbrella and the manager can coordinate with each agent seamlessly. 

Since all the agents were on the field, this app would facilitate transparency and promote a systematic work ethic. The client then encountered ChromeInfo Technologies and we helped him build a concrete blueprint to bring his software idea to a real-life product. 

Client Location

South Africa

Industry

Field Service

Technologies

  • Frontend: React, Flutter, jQuery
  • Backend: LAMP, WordPress 3.3, iHomeFinder Webservice, Swift, Kotlin
  • Database: MySQL
  • Cloud: AWS
  • Others: GIT, MS Teams

Client Testimonials

Head of Engineering & HR, HR Services Company
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"This company provides exceptional service, showcasing expertise, adaptability, and a strong commitment to quality."
Owner, Brainpod Multimedia
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"They’ve been impressive at scaling up or down, which has been truly helpful over the years."
CEO, RANS ELECTROMECHANICAL EQUIPMENT TRADING LLC
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"Once we give them a job and time frame, they meet it, and the results are quite astonishing."
CEO, Financial Services Company
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"The project management is highly effective."
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