Stream faced two key challenges in its mission: scaling its operations and enhancing the user experience.

First, their quoting process took up to three days, causing delays for agents and slowing down the client onboarding process.

Second, IMOs demanded a modern technical solution to support Stream's growth by attracting more agents and expanding their client base.

To address these challenges, Stream needed a robust, scalable platform that could streamline quoting in real-time and provide a seamless, tech-driven experience for all users.

In 2.5 months, we have developed a comprehensive insurance portal to streamline the entire application process for agents and clients, showcasing our expertise in building end-to-end solutions.

The portal supports user roles like Admin, Agent, and Client and handles everything from onboarding and quoting to enrolment and policy management. Key features include real-time quoting with PDF generation, seamless API integration with the insurance carrier National Life Group, and robust user management.

The solution meets critical non-functional requirements like HIPAA compliance and integrates SendGrid for email management. This project highlights our ability to deliver scalable, compliant, and user-friendly software tailored to the financial services industry.

In just 14 weeks of discovery, design, and development, we delivered key results for Stream founders despite the challenges:
1. Reduced quote processing time from 3 days to just 5 seconds
2. Built a scalable insurance portal that handles the entire underwriting process
3. Helped Stream attract major IMOs and unlock new distribution channels for growth

This project successfully addressed Stream's main goals and set them up for future scalability.