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Case Studies

Pearland Brokerage

Renew the policy. Skip the office visit.

Online policy renewals and payments for New York’s taxi, livery, and rideshare drivers.

OUR ROLE
Product development + ongoing support
PLATFORMS
Web
CONTEXT
Insurance operations

The brief

Bring the brokerage online.

Pearland’s customers previously had to visit an office or call to handle policy tasks. We built an online platform for renewals, payments, and policy changes, connected to the systems its staff used behind the scenes.

How the work fits together

  1. 1.  Claim or quote a policy
  2. 2.  Renew and choose payments
  3. 3.  Policy system stays in sync

Put routine tasks in drivers’ hands.

Drivers can claim policies, get quotes, renew, pay in installments, enroll in autopay, and request endorsements online. Stripe payments stay connected to Pearland’s policy system of record.

How the work fits together

  1. 1.  Renewal, quote, or endorsement
  2. 2.  Staff review queue
  3. 3.  Customer notices

Keep the staff workflow connected.

Staff queues organize renewals, endorsements, and quotes. After the 2017 launch, the work continued through a policy-system migration, payment updates, and automated customer notices.

WHAT CHANGED

A platform with years of work behind it.

The engagement grew from an online launch into ongoing support and development, keeping customer self-service connected to the brokerage’s operations.

What are you working on?

Tell us what you want to build or improve. We’ll talk through your goals and where to start.