Case studies

A few examples, unlimited options

Carriers, brokers, and even insurance marketplaces across the United States and LATAM.

Marketplace · Boon, Puerto Rico

The way master policy underwriting should be.

Boon needed one place where an agent could select a risk type, see what several carriers would write, and quote and bind it. The portal opens with the question the agent is actually answering — building, apartment owner, or apartment tenant — and routes from there to the appropriate carrier rating call. Quotes come back in-session rather than by email the next day. What used to take weeks now happens on the fly.

Build: Broker marketplace portal

Products: HO4, HO6, and master policies

Connected to: Optima, Chubb

3

Carrier connections behind one agent experience

Real time

Quotes returned in session, not next day

0

Carrier systems replaced

Agent Quoting Portal · Producers National, USA

A state-of-the-art quoting portal for agents.

Producers National has several carriers running their books on Diamond, a leading policy administration system built for heavy lifting, but not as a CRM-facing system for agents. Journeys puts a slick portal in front of it: quotes in progress, finalized quotes, conversion rates, written premium, cancellations, pending underwriting tasks, and all CRM tickets in one place. Other companies in the group with smaller PASs are also connected.

Build: Agent quoting and binding portal

Scope: Quoting, policies, support, servicing

Connected to: Diamond Insuresoft PAS

100%

P&C programs supported

44%

Finalized-to-issued conversion tracked live

1

Integration to Diamond, and raters, reused by every screen

Agent and Insured Portal · WorldWide FL, Panama, Dominican Republic

Life and health quoting across three entities and countries.

The hard part was not the portal. It was that three legal entities in three countries sold overlapping life and health products, each with its own rules, currencies, and payment rails. Journeys unified the agent experience across all three, ran real-time validations at quote, and routed payment to the right gateway for the country the policy was written in.

Build: Agent quoting and binding portal

Markets: United States, Panama, Dominican Republic

Connected to: ACSEL, multiple payment gateways

3

Entities behind one agent and insured portal

Multi-gateway

Local payment methods per country

Real time

Eligibility and data validation at quote

Virtual Agency · OwnTheTrip

An AI-first agency for travel assistance.

OwnTheTrip sells travel assistance with no branch and no shop, directly at the airports using geo-located triggers. The traveler enters their trip dates and destination, gets a price, pays, and receives the certificate before boarding. The entire agency is the portal — with an agentic phone and WhatsApp receptionist powered by Proxima CX, plus a micro-BPO also provided by Proxima Talent.

Build: Direct-to-consumer quote and bind

Products: Travel assistance

Scope: Quote, pay, issue, deliver

Self-serve

Quote to certificate with AI support

Instant

Certificate issued by TerraWind in real time

Any device

Built agentic for travelers in transit

Pattern

What repeats across all four

The core stayed

Diamond, ACSEL, TerraWind, and others. Every one of them is still the system of record today.

One integration

Each new screen and channel reused the same connection instead of building another.

Weeks to live

First portal in production before the budget cycle that funded it had closed.

Then it expanded

Nobody stopped at one portal. The second and third came off the same layer.

Which of these looks like your situation?

Tell us what your core is and who is waiting on it. We will tell you whether Journeys is the right answer before anyone talks about contracts.

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