Problem – This company wanted to create a software product, which small insurance agencies could use to keep information about their customers and their policies. They saw an opportunity in the small agency marketplace where agents are looking for something simple and low cost.


Solution – We created a tool with an easy to use interface, which stores basic information about the client and their policies. It is simple enough so anyone can learn to use it, including unsophisticated users and those who resist any interaction with a computer.