AVMA Agent and Member Portals

• applications: Agent, Quoting & Member Portals


• client: AVMA


• project date: 2012


• summary: New features for an agent, student, and member portal to streamline quoting process, quote new products, render PDF proposals, and track conversion funnels.

Project Description

AVMA has a multi-user site for agents, students, and members that allows all three to run insurance quotes:

• Agent Portal - Agents sell policies, run quotes, and manage sales
• Student Portal - Students view coverage, make payments, and get quotes
• Member Portal - Members view coverage, make payments, and get quotes

Contributions

My work with AVMA’s portals in 2012 was driven largely by new feature requests:

• Integrate Google Analytics’ conversion funnels for the quoting process
• Streamline the quoting process to increase usability
• Add new products for quoting, PDF proposal rendering, and premium rating

Challenges Overcame

The biggest challenges I faced were with Google Analytics and AVMA’s complex product offering:

• Implement Google Analytics and funneling for the first time
• Working with complex rating, plan, and benefit structures previously unexposed to

Accomplishments

The AVMA portals were the first modular applications I’ve ever worked with, leading to my own personal growth in the areas of scalability and reusability.