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Enhanced InsurTech app drives 3x sales growth in just two years


An online marketplace for a leading InsurTech provider


Insurance services

Type of work:
Managed Software as a Service

Technology and Platforms:
JIRA/Confluence, TeamCity, Microsoft, Visual Studio, ReSharper, Microsoft SQL Management, Studio, AutoMate


Competition within today’s insurance industry is fierce. Insurance providers must offer flexible digital platforms that adapt to customer expectations or risk becoming irrelevant. Every customer is different, but each demands a seamless experience tailored to their policy needs and lifestyle.

In just eight years, Insureon has evolved from a startup tech company to the leading online provider of small business insurance in the US, connecting 350,000 small-business owners with various insurance options from multiple carriers. In 2018, the Insureon platform connected $800 million in premiums, more than tripling its $240 million figure from 2016.

As a leading InsurTech company, Insureon’s success is built upon the strength of its technology platform. Insureon wanted to improve that platform by creating an intuitive, web-based application that made shopping for small-business insurance faster and easier.


  • As a tech startup pitted against insurance industry giants, Insureon needed to be faster, more agile, and smarter — using technology to do more with less.
  • Insureon’s customers span over 1,400 verticals. Insureon needed to create an online insurance marketplace that offered quotes in real-time to remain competitive with policy-seekers in those spaces.
  • However, achieving that level of speed in an insurance industry weighed down with compliance hurdles and regulations that vary from state to state isn’t easy.

Results achieved

  • By investing in creating a robust technology platform, Insureon has fueled its meteoric rise in an industry once dominated by old-guard Fortune 100 companies.
  • With the goals of the product agreed upon, Forte teams used agile methodologies to deliver working, tested software with each two-week sprint.
  • Continual platform advancements have improved workflow, productivity, customer experience, and application processing times.
  • Harnessing the power of technology, Insureon is driving a transformative change in how people buy and companies sell insurance.

Business Challenges

  • Conduct an extensive business and market analysis to cater to the customer needs better
  • Come up with specific features aimed at small businesses shopping for insurance to increase engagement and customer retention
  • Collab closely with stakeholders, insurance agents, and brokers to build a roadmap and choose the critical functionality

Featured-based  Challenges

  • Design a quick, seamless, and enjoyable use insurance shopping experience to allow for informed buying decisions
  • Integrate all must-have marketplace features, like payment options and sales process optimization
  • Ensure a safe and secure way to receive, validate and store customer information for transparent transactions and convenient automated sales management

“We have been utilizing the resources provided to us by Forte Group for multiple projects. Their offshore team of testers and developers supplemented by their onshore team helped us handle critically important projects. Their open communication ensured a smooth transition. We are looking forward to growing our offshore team with Forte and continuing our successful collaboration.”
Yuri Ter-SaakyantsYuri Ter-Saakyants
CIO at Insureon


Solution features

An online insurance marketplace:

the customer-facing side of the online application has a robust UX/UI to connect insurance providers with people looking to purchase policies.

An automated actuarial analysis platform: 

after customers submitted their requests, insurance agents and providers needed a tool to help them quickly analyze applications and submit their policy offerings.

Sales funnel optimization:

after applicants enter their data, they receive a range of offers from various insurance companies in less than five minutes.

Secure embedded payment tools:

after evaluating their quotes, customers can immediately make their purchasing decision and pay online using.

Real-time collaboration:

insurance agents and companies receive applications in real-time.

Automation and big data validation:

all user input is automatically verified to avoid spam and fraud.

A multilevel acceptance system:

the product combs multiple databases to assess multiple risk factors that determine the cost of a policy. Even if a customer isn’t ready to make a purchase, their information is safely stored within Insureon databases for future transactions.

Advanced notification system:

Forte integrated email and SMS notification tools into the platform to notify customers of important policy information updates.


3x increase in annual sales in two years


Improvements in workflow, customer service, and overall productivity


Faster application process and increase in total applicants


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