Overhaul of a Custom Cyber-Liability Underwriting Platform
How this leading company created a solution to enhance their global digital strategy.

The Context
As a broker, this company works with multiple insurance carriers for multiple services around the United States, namely the public sector. For municipalities, school boards, and government agencies, the process of applying for cyber insurance was anything but simple. Each application meant filling out multiple, often redundant, questionnaires tailored to different carriers, burdening clients and creating unnecessary complexity for internal teams.
To simplify things, they built a custom web platform designed specifically for public entities. The first version proved the concept worked: clients could now apply online, faster, and with less friction.
While the benefits were clear, the platform’s capabilities were still limited. To meet the demands of a rapidly evolving industry, and to match the client’s position as a national leader, the platform needed to grow. It had to become robust enough to scale into new lines of business, yet flexible enough to keep pace with regulatory change and evolving insurer requirements without a rewrite.
The Solution
The solution is a web-based system that allows the firm to shoulder the complexity of cyber-liability underwriting. It is key to the delivery of their services as an insurance broker to the public sector in the United States.
With it, new and existing clients can fill out one smart, streamlined form instead of navigating a maze of individual questionnaires, each from a different insurance carrier. The platform then automatically matches their answers with the most suitable plans from these carriers.
To make the solution as efficient as it is today, our teams brought key changes to the system's architecture, its design, and added new features. Here are a few upgrades the app undertook:
- A complete UX / UI overhaul that clarified user flows, reduces form-completion time, builds credibility and overall improves the user experience;
- Dynamic forms with pre-filling of certain information to simplify and accelerate the process;
- Admin-driven configurability to add new questions or insurance carriers without code releases, minimizing disruption;
- Reporting & dashboards that increase operational and sales visibility for stakeholders, enabling smarter decisions;
- A more robust Roles and Permissions System, created to safeguard sensitive data while maintaining team productivity.
The Results
What began as a tool to simplify the cyber-liability quoting process has become a cornerstone of the company’s broader digital strategy. Together, we created a success story that is replicated in additional service lines in the company. The software improves overall operational efficiency, facilitates scalability and improves strategic visibility on key insights.
- Reduces paperwork, allowing the sales team to focus on delivering a better, more personalized experience, while speeding up quote delivery;
- Provides a modular and adaptable platform that makes it easy to expand into new markets or services without starting from scratch;
- Offers real-time dashboards that give stakeholders the insights they need to guide decisions and manage resources;
- Supports low-friction upgrades that reduce the risk and cost of future feature releases;
- Simplifies quality assurance, enabling a more agile and confident development cycle.
By embracing a flexible, scalable digital solution, the North American insurance brokerage firm positioned themselves to lead tomorrow’s insurance market. With this digital solution, the company has the tools, insights, and agility to stay ahead and continue delivering exceptional value to their clients.
*Please note that, in order to respect strict confidentiality standards in this industry, the client’s name was fully anonymized.
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