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Leading MGA Empowers 5,000+ Agents to Serve Customers at Their Doorstep

About the Client

Our client is a leading US-based Managing General Agency (MGA) that provides personal and commercial (Property & Casualty) insurance. The agency offers innovative services and a diversified product portfolio. With administrative advantages, unique sales, and marketing strategies, they enable over 5,000 agents across the US to do business at a lower cost with increased sales, profitability, and retention.

Business Needs

The agency’s operations ran on a custom platform, built and updated over the past 20 years. Features such as quote preparation, claims, and payments were included, while others like agent management or document uploads were still manual. The monolithic architecture of the platform resulted in significant technical debt being accumulated over time.

To scale and enable effective Agent management and operations, the agency needed to re-engineer the User Experience, standardize data structures, design an API framework for data exchange, and architect for scale. They partnered with Trigent to take advantage of the industry best practices and seasoned developers who would complement their current efforts.

Discovery and Solution Design

Trigent’s domain experience and technical expertise enabled the project team to fully understand the business, internal processes, the existing technical stack, and platform architecture in an intense 2-week discovery phase. This included detailing the new use cases required by the Product and Business teams. With this input, Trigent team hit the ground running and designed the solution for the agency’s Agent Administration and Management Application.

Solution Highlights

At the core was a responsive omnichannel web application designed for scale and simplicity. A well-orchestrated API framework enabled data access from the core platform, which eliminated the need for manual Agent input. The workflow and processes for quote generation, premium calculation, policy generation, and policy binding were simplified. Plugins allowed for secure connections to 3rd party data sources such as Google Maps.

The Technical Stack

The software architecture was built on the .NET Core, Entity Framework, as well as Angular, and tools such as HTML, CSS, and Bootstrap were used as the UI layer. Additionally, leveraging the MS SQL server, the team migrated agent, prospect, and user information to the new application. The team designed innovative insurance automation strategies for appropriate customer experience management. The application had a fluid user interface and was compatible across several browsers such as Google Chrome, Internet Explorer, Mozilla Firefox, and Edge. The robust framework revamped the following areas for a connected contemporary digital experience:

Legacy Application
Next generation application view

Client Benefits

The feature-rich and intuitive application enabled the agency to:

Technology Stack