Streamline MD:
Insurance Platform
Project Overview
StreamlineMD is the turnkey platform where medical practices can build custom policies online.
In the past, getting these coverages was a time-consuming and frustrating process which often resulted in expensive coverages that didn’t cover much.
StreamlineMD changes all this by giving clients a place to learn about and build a custom quote in minutes. Clients can sign up and request a quote for free. And once their coverage is built, their policies are bound online.
A notification system shows the progress of their quotes, gives them updates for rollover dates and allows them to change their options – all from their private account.
Project Overview
The Norton Group is a boutique advisory firm which builds out high-revenue insurance practices for wealth managers and investment advisors. This deck accomplishes several key objectives:
1. Wealth managers and RIA’s are in a highly competitive business, they need additional revenue streams to attract and retain both clients and key staff.
2. Insurance offers these revenues, but… it’s also very complicated for them to setup.
3. The Norton Group fills this need by providing “Insurance-in-a-Box” – a turnkey setup which makes money from the start, but without all the time and risk of doing it themselves.
4. Revenue and ROI upsides are clearly communicated through a series of simple, impactful visuals.