About the Client
The client is a technology-driven insurance distribution platform built by insurance agents, for insurance agents. Operating in the U.S. Insurtech market, it enables independent agencies to access leading carriers and a broad portfolio of personal and commercial insurance through a single digital platform. To accelerate growth, the company aimed to become the first strategic Insurance-as-a-Service (IaaS) partner within the Salesforce ecosystem, unlocking a new high-value distribution channel.
Goals
As competition intensified and insurance distribution rapidly shifted toward digital channels, the client set out to build an enterprise-grade Quoting & Submission platform natively integrated with Salesforce. The initiative aimed to expand distribution, accelerate policy binding, and deliver a seamless agent experience.
Key objectives included:
- Establish the platform as the first Insurance-as-a-Service (IaaS) partner within the Salesforce ecosystem, opening new distribution opportunities for Salesforce-enabled organizations.
- Deliver a real-time digital quoting engine capable of generating instant, bindable quotes directly within Salesforce.
- Enable intelligent submission routing to automatically direct complex risks into structured underwriting workflows without disrupting the agent experience.
- Reduce the time from inquiry to a bound policy, accelerating revenue generation and simplifying agent onboarding.
- Partner with an experienced Product Development Organization (PDO) to ensure scalable architecture, high-quality delivery, and strong platform adoption.
Solution
Bridgenext partnered with the client to build a Salesforce-native managed package that powers a unified Quoting & Submission platform for insurance distribution. Designed as a scalable application within the Salesforce ecosystem, the solution enables agents, carriers, and financial services partners to access digital quoting, submission management, and underwriting workflows directly within Salesforce.
- Salesforce Managed Package Foundation
Bridgenext developed a modular managed package on Salesforce, creating the foundation for the client’s Insurance-as-a-Service offering. Standardized data models, configurable workflows, and secure integrations allow the platform to scale across multiple carriers, products, and distribution partners while maintaining centralized governance and upgradeability.
- Real-Time Digital Quoting
The managed package includes a real-time quote engine that enables agents to screen risks, determine carrier eligibility, and generate instant, bindable quotes, streamlining the quote-to-bind process.
- Intelligent Submission Routing
For complex risks, the platform automatically structures and routes submissions to carrier underwriting workflows. Agents can track submission status and manage documentation within Salesforce, ensuring a consistent experience across all digital submissions.
Results
This engagement strengthened the client’s insurance distribution platform while establishing a category-defining position as Salesforce’s first Insurance-as-a-Service (IaaS) partner.
- First-mover advantage in the Salesforce ecosystem, unlocking a high-value distribution channel unavailable to competitors.
- Lower customer acquisition time and cost through a streamlined onboarding and quoting experience for agents and their customers.
- Higher digital quote conversion rates driven by faster, more intuitive quoting workflows.
- Automated submission routing eliminated manual handoffs for underwriting cases, reducing turnaround times and improving agent productivity.
- Accelerated time-to-revenue as the streamlined quote-to-bind cycle enabled agents to close policies faster.
- Scalable Salesforce-native architecture supports additional carriers, products, and ecosystem expansion without re-platforming.
- Strong agent adoption and satisfaction, reinforcing the platform’s competitive positioning.
