Custom Software for Income Protection Insurance Platform: Scaling OneProtection

Project Title:

Industry:

Insurance, Disability Insurance

Technologies and Tools:

React, .NET Core, HighCharts, JamStack, Gatsby, Netlify, Auth0, Stripe, Contentful CMS

Customer:

OneProtection is a startup founded by industry veterans Jim and Mike with over 50 years of experience in disability insurance. They aimed to create a revolutionary platform that combines the functionality of a customer relationship management (CRM) tool with advanced graphical features to support insurance professionals in client interactions. Their platform would be sold to independent agents through a subscription-based model.

Challenge:

The founders of OneProtection sought a solution that would allow insurance professionals to generate visual charts from client data to help in sales conversations. After searching the market for a pre-existing tool and finding none, they realized that building custom software was necessary to differentiate their offering. They required a proof of concept to bring their vision to life and showcase its potential.

Solution:

Emergent Software partnered with OneProtection to develop a custom platform, starting with a proof of concept for their Income Protection Software Analysis (IPSA) tool. This concept focused on auto-generating graphical charts based on client data, as these visuals were essential for insurance representatives to effectively communicate the value of disability insurance to their clients.

Emergent Software used React and Bootstrap to build the proof of concept, which then served as the foundation for the finished platform. To ensure design consistency, Emergent Software also collaborated with its design partners to create the branding for both the IPSA platform and the OneProtection marketing website.

Key Features:

Marketing Website: Built using JamStack, Gatsby, and Netlify to ensure fast performance and scalability.

IPSA Platform: Developed with React for the front-end, integrated with a .NET Core API for the back-end.

Interactive Graphs: Created using HighCharts, making them mobile-optimized and accessible.

Secure Authentication: Utilized Auth0 and Formix for user login and authentication, ensuring security for all users.

Payment Processing: Integrated with Stripe for seamless and secure payment transactions.

Content Management: Powered by Contentful CMS to manage the content for the marketing website and platform effectively.

The result was a cohesive, intuitive, and powerful platform that allows disability insurance agents to visually present and analyze insurance coverage options during client consultations.

Results:

The IPSA platform launched in March 2021, offering a game-changing tool for insurance professionals. It provided an interactive, user-friendly solution that supports advisors in demonstrating coverage benefits to clients. OneProtection continues to expand its reach through live webinars and marketing campaigns. Emergent Software remains a technology partner, supporting the platform’s growth and ongoing success.