Strategy and Solutions

Zymr built a HIPAA-compliant, cloud-hosted digital portal that offered policyholders instant quoting, secure document upload, and mobile access to claims. The portal provided real-time policy status, premium payments, and claim submission workflows. Its modular design allowed the MGA to launch new insurance products rapidly while maintaining compliance and security.

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Secure Digital Policyholder Portal for Health MGA

About the Client

A rapidly growing Managing General Agent (MGA) specializing in health insurance products. The client needed a modern digital platform to enhance policyholder engagement and accelerate new product launches.

Key Outcomes

Boosted policyholder engagement with 24/7 digital access.
Increased operational efficiency by reducing call center dependency.

Business Challenges

Policyholders had limited access to self-service features and relied on call centers for basic requests. Onboarding new customers was manual and time-consuming, often taking up to a week. The MGA also lacked a digital-first approach to bring new insurance products quickly to market.

Business Impacts / Key Results Achieved

Policyholder onboarding time was reduced from a week to a day, and time-to-market for new products was cut in half. The portal provided full self-service capabilities, driving adoption and satisfaction.

Strategy and Solutions

Zymr built a HIPAA-compliant, cloud-hosted digital portal that offered policyholders instant quoting, secure document upload, and mobile access to claims. The portal provided real-time policy status, premium payments, and claim submission workflows. Its modular design allowed the MGA to launch new insurance products rapidly while maintaining compliance and security.

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