KeyTech
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A multi-provider insurance CRM software for agents, unifying lead management, policy issuance, commission tracking, and claims across multiple insurance providers and product types.
A CRM built for insurance agents to manage the full policy lifecycle — from lead to issued policy to claim — across multiple insurance providers and product types in one system, rather than juggling each provider's own portal separately.
Agents worked across multiple insurance providers and product types with no unified system to manage leads, policies, and commissions.
Commission structures varied by product, requiring accurate, product-specific commission tracking rather than a flat rate.
Claims and hospital network information (for health insurance) needed to be tied back to the right provider and policy.
Different staff roles needed different levels of access across leads, policies, and payments.
We built a practical system designed around the project's operational needs, improving clarity, access, and everyday workflow.
Implemented as part of the project scope to improve the business workflow.
Implemented as part of the project scope to improve the business workflow.
Implemented as part of the project scope to improve the business workflow.
Implemented as part of the project scope to improve the business workflow.
Implemented as part of the project scope to improve the business workflow.
Implemented as part of the project scope to improve the business workflow.
Implemented as part of the project scope to improve the business workflow.
Implemented as part of the project scope to improve the business workflow.
The project improved operational visibility and gave the team a clearer, more reliable way to manage daily work.
lead-to-policy-to-claim workflow across multiple providers
Let's discuss how we can help you transform your operations with custom software.