Insurance proposal calculation and production into an automated email

Pedro offers U.S. employers workforce insurance policies. The solution designed and delivered shortened a 2-hour complex, manual process of multi-variable calculation, presentation and delivery of a proposal via email, to a 5-minute task.

Labor insurance in the U.S. isn’t an easy task. Each State has its own cost factors, hundreds of insurance categories and regulations. The solution processes all tables in the background, exposing a simple and friendly tool for policy creation, products selection and production of a 12-page PDF proposal attached to an email automatically sent to the customer.

Project highlights:

  • Simple interface for calculating and creating insurance policies in minutes, hiding complex calculation process
  • Automatic process for proposal production and email to customer – in a click of a button