Mobility Solution to Augment Agent Onboarding for an Insurance Behemoth

Feb 19, 2019 posted by Kellton Tech Media Team under Financial Services, Mobillity, Open Source

Businesses across the world are leveraging technologies to create a digital ecosystem. They are embracing the explosive growth of enterprise mobility solutions to boost their productivity as well as gain a competitive advantage in the market. 

Our client, a leading US-based insurance company, was at a crossroad following the conventional paper-based approach to agent onboarding. The conventional business practices left the client with problems looming overhead and their survival amidst digital-born competitors and tech-savvy customers became challenging.

Considering our expertise in providing digital transformation solutions and our vast knowledge of cutting-edge technologies, the client collaborated with us. We helped them design, develop, and implement a technology roadmap towards building a real-time mobility solution. Our team guided them out through the farrago created by enterprise-wide paper-based, manual processes and made the business future-ready for the mobile journey.    


  • Manual, paper-based agent onboarding process
  • Due to the lack of a digital approach, competitors subdued the growth of our client
  • Fragmented environment led to inaccessibility of data when required and resulted in a communication gap, which largely affected the overall business performance


  • Accelerated agent onboarding through our smart mobility solution
  • Designed a centralized platform allowing stakeholders to access data and communicate in real-time from anywhere, anytime
  • Automated tasks and generated real-time business insights to help the management take key business decisions


  • Operational capabilities improved by up to 50%
  • Agent onboarding time shortened
  • Agent retention rate improved

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