O’Neill Marketing is a comprehensive General Agency representing health and life insurance companies and products that meet the needs of individuals and employers.
What was the problem?
O’Neill Marketing has agreements with a wide variety of insurance carriers. Each carrier requires different documents and information from agents, and confirms or denies agents based on these materials. Due of the sheer quantity of agents under O’Neill Marketing, they needed a cloud based system to organize and automate the entire process, and to provide agents a front-end portal so they can view and manage their data.
What did we do?
Research
We contacted health insurance companies and agents to better understand the world of insurance and learn first hand how an agent is contracted with a carrier, so we can truly understand the value provided.
Brainstorming & Planning
Throughout the span of 5 weeks, weekly 2 hour meetings were held with O’Neill Marketing, where we created and refined a detailed BPA (Business Process Analysis) and later wireframe designs of the agent portal, to ensure every detail was accounted for before coding commenced.
UI Creation
Our design and development team collaborated to ensure O’Neill Marketing’s agent portal was designed with all pertinent fields, data, and workflows, organized in a way that makes sense to the end user. This planning was used to create a specific timeline for the entire lifecycle of the project.
Coding and Testing
Our industry-leading development team built out all backend functionality and the client facing agent portal. Several weeks of rigorous quality checks were performed.
User Feedback and Future Planning
A good system is never finished. To this day, we continue to collect feedback from O’Neill Marketing and use the insights gained to propose new features and systems that can improve the solutions developed.
WestonDEV leveraged several cutting edge technologies coupled with the Zoho suite of tools to create a custom agent portal and setup a complete CRM that automated all aspects of an agent’s lifecycle under any O’Neill Marketing associated insurance carrier.
AWS
We utilize a suite of tools in AWS, including S3, RDS and ECS, to power the backend.
React
By integrating React.js, we are able to create an engaging and modern UI experience.
Zoho CRM
We leverage Zoho CRM to automate many backend processes and provide a control panel for the agent portal.
Agent Appointments
Agents are provided their own portal login credentials, and agents can view their insurance appointments by carrier by state, and be able to request new appointments within 2 clicks.
Agency Admin View
Agents granted with an administrative role at their agency can send customizable invites to their agents not yet registered with O'Neill Marketing.
Some numbers
After spending so much time developing a solution to the problems presented, we always make sure to track the success of the product built. We are proud to say that the O’Neill Marketing portal interacts with insurance agents all around the United States!
of Agents
O’Neill Marketing is being used throughout the country, and over 100 agents interact with the system daily.
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