Disability Quotes

Insurance Management System Transformed Outdated Disability Sales Workflow

How Orases built an insurance management system to automate lengthy processes

Disability Quotes is the largest disability insurance brokerage agency for The Guardian Life Insurance Company of America, specializing in individual disability insurance for consumers and assisting insurance agents nationwide. With proprietary systems and decades of expertise, they provide tailored solutions that streamline the sales process, secure the best coverage, and help clients and brokers optimize their disability insurance business.

Client

Disability Quotes

Project Name

End-to-End Disability Insurance Management Platform

Services

The Challenge

Restricted by outdated software, DQ struggled to automate processes and maintain customer data efficiently.

The overall challenge that prompted DQ to seek custom software was the need to automate and streamline their manual processes for selling and managing disability insurance policies. This encompassed tasks such as automating targeted email outreach to existing policyholders, managing communication between agents and the insurance provider, and offering a self-service quoting tool for consumers.

Orases helped DQ get out of being locked into a single vendor and reclaim ownership over their intellectual property. The ultimate goal was to improve efficiency, increase sales, and provide a better customer experience.

The Main Challenges

Locked into a single vendor

Lengthy manual sales and lead processes

Inability to scale the business

The Solution

All-in-one platform automates insurance sales from quote to policy

The solution for Disability Quotes (DQ) is a web-based platform that automates and streamlines the process of selling and managing disability insurance policies. The platform includes a front-facing component with insurance landing pages, quote calculators, and lead tracking tools that allow consumers to independently explore and purchase coverage.

The backend system equips DQ and its partner agencies with tools to create and manage insurance policies, alongside automated communication features for customer engagement. Since its early 2020 launch, the solution has undergone continuous development and expansion, including ongoing updates and new partner agency onboarding. The platform now serves thousands of users across dozens of agencies, significantly streamlining disability insurance sales and management.

Solution Features

Automated email outreach system
Real-time quote calculator delivers disability coverage estimates in seconds
Lead tracking and management tools

Results

The implementation of Disability Quotes’ (DQ) web-based platform has significantly transformed operations by converting slow manual processes into automated ones. The platform provides a versatile, 24/7 accessible quoting tool with automated features for selling and managing disability insurance policies.

This innovation enables consumers to independently research and purchase coverage while providing DQ and its partner agencies with the resources to scale efficiently. Supported by a responsive software team, the platform has grown since its 2020 launch, now serving thousands of users and enhancing the operational efficiency across dozens of agencies.