CASE STUDY
Retirement Health Solution
Industry
Insurance
Location
USA
Development Time
75 Days
Cooperation Period
2025
ABOUT THE PROJECT
The RHS Broker Portal transforms agent-administrator relationships through an intuitive, comprehensive platform. The system streamlines daily operations with powerful tools for report submission, real-time commission tracking, and automated reminders. At its core, the innovative Point System Productivity Tool allows agents to log activities while providing automatic monthly calculations that quantify performance. Administrators gain access to sophisticated oversight capabilities within an elegant interface, enabling efficient management of agent activities. This thoughtfully designed ecosystem creates a seamless experience that enhances productivity and satisfaction for both agents and administrative teams.
TECH STACK
Client Vision
The client envisions a streamlined and efficient platform that simplifies workflow for agents, making it easier to manage commissions earned from various carriers. A key aspect of this vision is the integration of a chatbot, designed to assist agents with their queries in real time, enhancing support and accessibility. Additionally, the Point System Productivity Tool will serve as a transparent and structured way to track and showcase agent productivity on a monthly basis, fostering motivation and performance growth.
Our Execution
Our goal is to develop a smart, intuitive, and efficient platform that enhances the way agents manage their commissions, track performance, and access support. By integrating automated tools such as a real-time assistance chatbot and a dynamic productivity tracking system, we strive to create a seamless experience that fosters efficiency and motivation. Our commitment is to deliver a scalable and future-ready solution, ensuring that the platform not only meets current needs but also adapts to evolving industry demands.
OVERVIEW
This project focuses on developing a broker portal that streamlines commission tracking, enhances agent support with an AI-powered chatbot, and introduces a point-based productivity system for performance tracking. With a user-friendly interface and robust administrative tools, the platform aims to simplify workflows, improve transparency, and boost efficiency.
The Commission Tracker Tool enables agents to upload carrier reports effortlessly and gain a clear, detailed overview of their earned commissions. This feature ensures transparency, accuracy, and easy tracking, helping agents stay informed about their earnings in a streamlined manner.
The AI Agent Tool is an intelligent chatbot designed to assist agents with their queries. Admins can train the bot by uploading documents and URLs through an intuitive drag-and-drop feature. Additionally, a 'Contact Us' function allows agents to submit questions when the chatbot cannot provide an answer, ensuring seamless support and assistance.
The Productivity Tracker Tool monitors daily agent activities using predefined categories with assigned point values. It helps agents stay on top of their performance, and if they fall short of the monthly target, the admin can send a reminder email to ensure accountability and engagement.
PRODUCT GLIMPSE
A user-friendly portal for agents to track commissions, log productivity, and upload reports, with admin tools for seamless oversight.
DEVICE PREVIEW
User Growth
Customer Satisfaction
Engagement Metrics
Conversion Rate
MEET OUR TEAM
Ayush Agarwal
Project Delivery Manager
Balaram Bhakat
UI/UX Designer
STUTI MOHTA
Frontend Developer
Manideep Santra
Backend Developer
DEBANGSHI MONDAL
Backend Developer
Murtuza Siddiquee
QA Engineer
