Leading Custom IT Software Development Company

About Project

MyLegacy Insurance Services, a pioneering company in the insurance industry, empowers agents to build their financial legacies through client ownership and tailored financial solutions. Committed to transparency, honesty, and exceptional service, MyLegacy provides a unique model where agents have full ownership, allowing them to build their legacy and provide clients personalized plans.

Technical Problems

Challenges in efficiently managing and preparing new agents for licensing.
Need to automate the entire process, from onboarding agents to selling policies and allocating commissions.

Solutions We Provide

Developed a suite of portals, including an admin portal, agent portal, and user portal, to automate every aspect of the business, using Angular, NestJs, and PostgreSQL for robust backend and frontend solutions.
The website is built on Drupal, and the app is developed with Flutter.
Implemented a role-permission system in mobile applications.
Automated processes for onboarding agents, preparing them for licensing.

GEOGRAPHY

INDIA

INDUSTRY

EDUCATION

Benefits and Impact

Agents own client relationships, building lasting connections and providing personalized financial solutions.
Streamlined operations through automation.
Fostered client loyalty through transparency, honesty, and exceptional service.
Increased revenue, improved retention rates, enhanced efficiency, and scalable operations make way for sustained business growth.

MyLegacy Case study

About Project

Technical Problems

Solutions We Provide

GEOGRAPHY

INDUSTRY

Benefits and Impact

Chandigarh Office

Banglore Office

US Sales Office

Zambia Office