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RMinds enhancing customer experience

Open source Solution Implementation for Insurance Broker

Business Challenge

A leading insurance brokerage firm offers a variety of products from a variety of insurance carriers, requiring their brokers to access multiple systems to generate quotes.

  • Agents were requiring extensive training and support to generate quotes

  • Quoting accuracy and timeliness were a challenge

  • Any addition of products created time-consuming complexities

RMinds Solution
  • Rminds used Odoo to build a flexible system to allow agents to generate quotes from a single log-in

  • Products can be added/removed easily

  • Email communications integrated

  • Simple workflow minimizes training requirements

  • Cloud-based support for reduced cost

  • Integrated communications with insurance carriers

  • Single source of data

  • Improved UI/UX

  • Open Source (Odoo) Cloud-based environment (AWS)

  • Automated Interface to Insurance carriers

  • Automated Quote to bind process within minutes

Specific Business benefits

  • Agent support costs drastically reduced

  • Automated integration with insurance carriers

  • Client responsiveness dramatically improved

  • Quick launching of new product offerings