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BrokerOS.ai
BrokerOS.ai is designed to be a next-generation operating system for insurance brokerages, automating the entire lifecycle of operations—from lead management and quoting to binding, servicing, renewals, and document management. The goal is to empower brokerages to scale faster, reduce operational costs, and improve customer satisfaction with a seamless and intuitive experience.
BrokerOS.ai
Development Team: HATZS DIMENSIONS
Project Overview
BrokerOS.ai is designed to be a next-generation operating system for insurance brokerages, automating the entire lifecycle of operations—from lead management and quoting to binding, servicing, renewals, and document management. The goal is to empower brokerages to scale faster, reduce operational costs, and improve customer satisfaction with a seamless and intuitive experience.
BrokerOS.ai approached Hatzs with a vision: to create a fully automated, scalable platform capable of managing all aspects of an insurance brokerage's workflow. Through close collaboration and technical execution, Hatzs delivered a robust solution that exceeded expectations.
Project Details
Location
United States
Cooperation Period
12 Months
Services Used
What They Needed: A Tech Partner on Board with Their Digital Strategy
BrokerOS.ai approached Hatzs with a vision: to create a fully automated, scalable platform capable of managing all aspects of an insurance brokerage's workflow. Through close collaboration and technical execution, Hatzs delivered a robust solution that exceeded expectations.
Client's Requirements
End-to-End Automation: A comprehensive system that could handle CRM, quoting, binding, policy servicing, document management, and renewals—all integrated into one platform.
AI and Machine Learning Integration: The platform needed to feature AI-powered workflows for quoting, data extraction, document generation, and renewals automation.
Seamless Technology Integration: A scalable tech stack that integrates with various carriers and third-party systems.
User-Centric Design: A clean, modern UI/UX that is intuitive and easy for brokers to use, reducing the learning curve.
Scalability and Flexibility: The platform must be adaptable to handle future growth and new integrations as the brokerage business scales.
Our Approach & Solution Delivery
From the very first day, the Hatz Team worked closely with DJ Cutt to bring their objectives to life. Everything was done through a structured and reliable approach.
Strategic Design & Intuitive User Interface
The design focus was to deliver a user-friendly interface that would allow brokers to navigate the platform effortlessly. Features include a secure sign-in portal, clean policy management interface, integrated AI-powered text assistance, and mobile-responsive design enabling brokers to work from anywhere.
Advanced AI and Automation Integration
We implemented cutting-edge technologies, including OpenAI, Python, and FastAPI, to enable powerful automation across multiple processes. This includes workflow automation for quote generation and policy binding, smart document management with AI extraction, and renewal automation with AI-powered reminders.
Backend Development & Scalable Infrastructure
We designed and implemented a robust backend architecture that ensured both security and scalability. This included secure user authentication with email and SMS verification, API integrations with multiple carriers, and a SQL database designed to handle large volumes of data efficiently.
Seamless Integration with Third-Party Systems
BrokerOS.ai was designed to integrate smoothly with external carrier systems, ensuring a unified experience for brokers. This included integration with APIs for quoting, binding, and document management, streamlining workflows across the entire insurance lifecycle.
Timely Delivery & Agile Execution
The project was delivered on schedule, with clear feedback loops and iteration cycles. BrokerOS.ai was onboarded to Jira for real-time progress tracking, a demo version was provided for testing, and weekly meetings ensured alignment with the client's vision.
Future-Proofing the Platform
We designed BrokerOS.ai with future scalability in mind. By using flexible APIs and modular components, we ensured that the platform can easily integrate with new brokers, carriers, and additional features as the business grows.
Challenges & How We Overcame Them
Data Consistency Across Systems
One of the major challenges was ensuring data consistency when integrating multiple third-party systems. Our solution was to develop strong API integrations and build a centralized database, ensuring seamless data transfer.
Dynamic Site Changes
Another challenge was enabling the platform to handle dynamic changes from brokers or insurance carriers. We solved this by designing a flexible back-end architecture that allows easy updates without disrupting the user experience.
Results & Outcomes
The implementation of BrokerOS.ai has delivered exceptional results, transforming how insurance brokerages manage their operations.
Automated workflow coverage
Project delivery
"Hatzs delivered a robust solution that exceeded our expectations. The platform's simplicity and reliability, especially the intuitive UI and seamless AI integrations, have transformed our operations."
Jonathan Durand
CIO, BrokerOS.ai
Technology Stack
We leveraged cutting-edge technologies and modern frameworks to build a robust, scalable solution.
OpenAI
Python
FastAPI
SQL
React
Node.js
Azure
Kubernetes
Microservices
Development Process
Strategic Design & Intuitive User Interface
The design focus was to deliver a user-friendly interface that would allow brokers to navigate the platform effortlessly. Features include a secure sign-in portal, clean policy management interface, integrated AI-powered text assistance, and mobile-responsive design enabling brokers to work from anywhere.
Advanced AI and Automation Integration
We implemented cutting-edge technologies, including OpenAI, Python, and FastAPI, to enable powerful automation across multiple processes. This includes workflow automation for quote generation and policy binding, smart document management with AI extraction, and renewal automation with AI-powered reminders.
Backend Development & Scalable Infrastructure
We designed and implemented a robust backend architecture that ensured both security and scalability. This included secure user authentication with email and SMS verification, API integrations with multiple carriers, and a SQL database designed to handle large volumes of data efficiently.
Seamless Integration with Third-Party Systems
BrokerOS.ai was designed to integrate smoothly with external carrier systems, ensuring a unified experience for brokers. This included integration with APIs for quoting, binding, and document management, streamlining workflows across the entire insurance lifecycle.
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