How We Built an Insurance Portal for a USA-Based Startup

Client Overview

Our client is a USA-based startup that partners with leading insurance companies to provide policies directly to consumers through their own digital portal. Their mission is to simplify how people access, compare, and manage insurance—completely online.

The Challenge

Manual Insurance Application Process: The existing process required users to fill out lengthy paper forms, leading to delays and drop-offs.
No Real-Time Policy Comparison: Customers had no way to view and compare policy options from different providers instantly.
Inadequate Identity Verification: Verifying users manually was both time-consuming and error-prone, increasing the risk of fraud.

Our Solution

We built a modern insurance portal that enables users to register, verify their identity, compare policies, and complete insurance applications—all in one seamless flow.

Online Application Workflow: We created an intuitive, step-by-step onboarding process that guides users through insurance applications.
Instant Policy Matching Engine: Users can now view policy options tailored to their inputs and compare plans instantly.
Secure Identity Verification: Integrated AWS Cognito for seamless signup, login, and multi-factor authentication.‍

Technology Stack Behind the AI Chatbot

We used Next.js to develop a fast, SEO-friendly frontend that offered both server-side rendering and static generation, ensuring the site loaded quickly and performed well across all devices. The UI was built with Chakra UI, a modular and accessible component library that allowed us to maintain design consistency while speeding up development.

The backend was built using a serverless architecture with AWS Lambda. All backend logic—from form submissions to policy comparisons—was written in Node.js. We used DynamoDB as our primary data store to efficiently handle semi-structured data For secure and scalable user authentication, we integrated AWS Cognito.

We chose Vercel to deploy the frontend, taking advantage of its seamless integration with Next.js and automatic CI/CD pipelines, which enabled us to quickly iterate with the client through preview deployments and test environments. The backend services were fully hosted on AWS, including Lambda, DynamoDB, and Cognito. We also configured API Gateway, IAM roles, and CloudWatch monitoring.

How We Did It: Step-by-Step

Discovery & Research: We started with workshops to understand insurance workflows, user personas, and pain points.
Wireframes & Accessibility Design: Our design team crafted wireframes focusing on simplicity and accessibility.
Frontend Engineering: We used Next.js for a fast and SEO-friendly frontend, styled with Chakra UI.
Backend Setup with AWS Lambda: We structured the backend as serverless functions to keep the system scalable and cost-efficient.
Authentication and User Management: AWS Cognito was integrated for user signup, login, and identity verification.
Database Design with DynamoDB: DynamoDB enabled us to handle semi-structured data like user responses, policy selections, and session states with speed and reliability.

Results After Implementation

Insurance Registration

Before

Manual, paper-based

After

Fully digital with processing

Policy Comparison

Before

Not available

After

Personalized policy options

Identity Verification

Before

High wait time

After

Automated and secure

Platform Accessibility

Before

Not ADA compliant

After

WCAG-compliant UI

Data Handling

Before

Relied on spreadsheets

After

Secure and scalable

Interested in a Similar Solution for Your Business?

Whether you’re building the next big thing in e-mobility or want to modernize your existing charging infrastructure—our team can help.

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