Faster quotes. Fewer errors. A future ready insurance ecosystem

Setting the Context

Word & Brown set out to elevate their insurance quote and policy management experience to meet changing market expectations. Their goal was to equip brokers with faster, more intuitive tools that could handle complex calculations across multiple insurance products while improving overall usability and performance. The vision was a unified, modern platform that could support growth, flexibility, and long-term maintainability.

The Constraint

As product offerings expanded, quote creation required navigating multiple workflows to adjust plans, contributions, and pay periods. Reporting outputs were fixed, and onboarding new brokers required structured training due to the depth of functionality. While the technology was reliable, there was a clear opportunity to improve speed, responsiveness, and ease of use, so brokers could make decisions faster and with greater confidence.

Our Delivery

Saguna Consulting partnered with Word & Brown to modernize their quote management platform with a clear focus on speed, accuracy, and day to day usability. The platform was refreshed using modern technologies including Microsoft Azure, Angular, NgRx, and RxJS, enabling a more responsive experience as brokers work through plan selections, contribution changes, and pay schedules. The result is a system that keeps up with broker workflows while supporting scale and future growth.

Key enhancements included:

• A centralized calculation engine supporting multiple insurance products and varied pay structures
  
• Automated census intake and broker onboarding workflows to reduce manual effort
  
• Configurable, consistent reporting outputs tailored to broker needs
  
• A scalable Azure-based architecture designed for performance, reliability, and future growth
  

The focus was not feature expansion, it was enabling clarity, responsiveness, and scale through modern technology.

“We went from eight screens to a streamlined, three-step workflow. The technology finally works with our teams, not against them.”

Looking Ahead

Word & Brown now operates on a scalable, cloud-ready quoting foundation that adapts to business change without rework. The platform is intuitive for brokers, easier to maintain for internal teams, and built to support continued expansion across carriers and regions.

“What changed wasn’t just the system, it was the speed of our business. We moved to a modern platform that truly supports how our brokers work.”