Agent Portal Experience Insurance

ERIE Insurance Launches a Customized Commercial Lines Agent Portal

Erie Insurance launched a customized commercial lines agent portal to consolidate quote and issue across multiple commercial lines insurance products without modifying core systems. Implemented in phases over 30 months, this led to 25% premium growth for all three products and reduced quote/bind cycle time from days to an hour.

Business Need

Erie Insurance needed to provide consolidated, account-based quoting across multiple commercial lines insurance products. The goal was to improve agent experience and service times in order to grow the business and improve productivity, without risking the disruption of a core system replacement.

Tools and Technology

The company used the Mendix platform to develop the portal and leveraged its services-oriented architecture to connect it to CGI Ratabase rating engine and OpenText Exstream print engine via IBM integration tools. The Agile sprints were managed via HP Agile Manager and Selenium.

Success Factors

The company attributes success of the project to the close working relationship between IT and business teams, which was facilitated by Agile practices, and rapid development capabilities of the Mendix platform. Continuous API integration and modernized legacy practices were also cited as success factors. The team’s iterative approach focused on providing a leading UX while developing a foundation to update core systems in future iterations.


The new portal supported premium growth across all three products of about 25%, and submitted apps were up more than 40% for one product. Quoting for commercial accounts was reduced from two days to around ten minutes, and the quote/bind cycle was reduced from as much as 3-5 days to less than an hour.

This case study was originally published in Novarica’s Insurance Technology Case Study Compendium 2018.

Erie Insurance won Celent’s 2019 Model Insurer award and was showcased in its CASE STUDIES IN LEGACY AND ECOSYSTEM TRANSFORMATION excerpt.

Leveraging ValueMomentum’s development expertise on the Mendix platform, Erie built an agent portal that truly facilitates ease of doing business for agents as well as making it possible for Erie to support their agents’ evolving needs.