50%
reduction in broker onboarding and training time
Snapshot summary
QUICK OVERVIEW
The Word & Brown General Agency enables brokers to generate and manage insurance quotes across medical, dental, vision, chiropractic, term life, disability, and other coverage lines. As broker volumes and plan configurations grew more sophisticated, there was an opportunity to evolve the existing platform to better support real-time quoting, frequent carrier updates, and diverse contribution models.
CORE HIGHLIGHTS
Modernized multi-product quote management platform
Centralized calculation engine across pay structures
Azure-based scalable cloud architecture
40% faster quote creation and improved accuracy
The impact
2x
faster workflow transitions using NgRx state management
3-step
streamlined quoting workflow
Setting the Context
The Word & Brown General Agency set out to elevate their insurance quote and policy management experience to meet changing market expectations. Their goal was to equip brokers with faster, more intuitive tools that could handle complex calculations across multiple insurance products while improving overall usability and performance. The vision was a unified, modern platform that could support growth, flexibility, and long-term maintainability.
The Constraint
As product offerings expanded, quote creation required navigating multiple workflows to adjust plans, contributions, and pay periods. Reporting outputs were fixed, and onboarding new brokers required structured training due to the depth of functionality. While the technology foundation was stable, there was a clear opportunity to improve speed, responsiveness, and ease of use so brokers could make decisions faster and with greater confidence.
Our Delivery
Saguna Consulting partnered with Word & Brown to modernize their quote management platform with a clear focus on speed, accuracy, and day-to-day usability.
The platform leveraged Azure and Angular within a refined architecture, alongside a code-first approach using NgRx and RxJS to bring stronger state management and real-time responsiveness to the quoting workflow.
Using NgRx and RxJS within the quote platform enabled predictable state handling, improved performance during complex calculations, reduced unnecessary re-renders, and ensured real-time updates across plan selections and contribution changes. This allowed brokers to move through quotes smoothly without lag, even when handling multiple insurance products simultaneously.
The project was delivered under tight timelines, requiring strong collaboration, rapid decision-making, and disciplined execution across teams.
Key Enhancements Included:
- A centralized calculation engine supporting multiple insurance products and varied pay structures
- Automated census intake and broker onboarding workflows to reduce manual effort
- Configurable, consistent reporting outputs tailored to broker needs
- A scalable Azure-based architecture designed for performance, reliability, and future growth
Brokers moved from navigating eight screens to a streamlined three-step workflow, significantly improving speed and confidence during quote generation.
Team Reflection
"We worked closely through every phase of the transition. The collaboration across teams was strong, everyone was supportive, and we handled challenges together. Seeing the workflow go from eight screens to a streamlined three-step experience was incredibly rewarding."
— Jyothsna, Saguna Consulting
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