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A Customer Extranet for
a Leading Insurance Broker

Web App
Backend
Cloud
Underscore

From Read-Only Portal
to Digital Insurance Channel

A technology partner working on the core systems of a major insurance broker brought in Qualifast to take ownership of the customer-facing extranet.
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Qualifast evolved the portal from secure customer data access into a self-care and online sales channel for claims, policy purchases, e-signature, payments, and configurable insurance products.
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PROJECT OVERVIEW

Qualifast Role:

Engineering partner responsible for full ownership of the customer extranet across several major releases.
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Client: Confidential insurance broker
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Industry: Insurance / InsurTech
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Product: Customer web extranet

Services Provided:

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Web portal development
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Claims management workflows
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Online insurance purchase journey
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Pricing, e-signature, and payment integrations
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Configuration-driven product architecture
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Knowledge transfer and project handover

STARTING WITH
SECURE CUSTOMER ACCESS

The first release focused on transparency. Customers needed a reliable place to view their complete insurance history and the practical details of their policies and coverage.

Although the portal was read-only at this stage, it established a secure foundation and reduced dependency on advisor contact for basic information.

TURNING THE PORTAL INTO A
SELF-CARE CHANNEL

Once the foundation was stable, Qualifast extended the extranet so customers could act, not only view.

Policyholders could raise claims through the portal and follow progress through each stage, improving visibility while reducing support load.

ADDING
ONLINE INSURANCE SALES

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The next release allowed customers to buy car insurance entirely online.

Qualifast built the journey from questionnaire and real-time pricing to electronic document signing and payment of the first premium, integrating several external providers into one smooth flow.

The purchase journey brought together:

  • Plus iconA vehicle and driver questionnaire
  • Plus iconReal-time pricing of coverage options
  • Plus iconElectronic document signing
  • Plus iconPayment of the first premium
  • Plus iconSeveral external providers in one flow
Illustrative mockup of an online car insurance purchase journey: questionnaire, real-time pricing, e-signature and payment screensIllustrative mockup

MAKING NEW PRODUCTS
CONFIGURATION-DRIVEN

Building every insurance product by hand would not scale.

Qualifast reworked screens and flows so new products could be launched from backend configuration rather than new custom frontend code.

The configurable architecture supported:

  • Plus iconDynamic screens and flows
  • Plus iconReusable customer journeys
  • Plus iconNew product setup through configuration
  • Plus iconA wide range of insurance offerings

HANDING OVER A
PROVEN CONFIGURABLE PLATFORM

Once the platform was live and proven, Qualifast focused on making the client team self-sufficient.

The handover covered the codebase, architecture, product configuration model, release context, and how to extend the extranet independently.

RELEVANT FAQs

It was a customer-facing web portal for a major insurance broker, covering policy data, claims workflows, online sales, and configurable insurance products.

The project is shown anonymously because of confidentiality requirements around the client relationship and product details.

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