Together with the client Paradigm Shift built “Leon, Leni und die Luchse” an online Customer Portal, digitizing and streamlining the insurance brokerage process. New leads from landing pages or their CRM automatically was entered into the customer portal and clients received an invitation via email. On the customer portal, user-friendly forms onboarded the client one step at a time. No more needs to fill out paper forms and print and sign contracts! The entire process was automated and about 200 different data points broken down into a simple workflow, by creating smart, conditional forms which only collect data needed for the individual client.

In the backend, employee log in to review applications in their work inbox. They can edit applications directly, request further clarification or simply approve the application with a single click and the client continues down the funnel for digital contract signing. We built a primarily no-code solution. This cost-effective approach also allows the client to maintain and alter the solution themselves.