ClearSummit Software Development review by Insurance Startup at Qualified.One

ClearSummit reviewed by Insurance Startup

ClearSummit provided Software Development for Insurance Startup with approximate budget = $200,000 to $999,999.

All stakeholders are pleased with the final product ClearSummit delivered, particularly the portal. With a strong eye for design, the team represented the company’s practices and values well. Customers can expect a collaborative team who’s willing to offer advice and feedback along the way.

Review summary:

An insurance and financial services startup hired ClearSummit to develop their website before the company launched. The website features an exclusive client portal, giving customized access to portfolios.

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Insurance Startup, Director of Client Services


Website & Portal Development for Insurance Startup

Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.

Introductory information

A fast induction on the buyer’s organisation

We’re a startup organisation focused on the insurance agility, with some financial services overlap. We primarily cater to high-net-worth investors. 

I’m the ruler of client services, and I help with the ongoing administration of insurance program portfolios that clients gain with us.

Desired goal

What challenge were you trying to address with ClearSummit?

Prior to the propel of our organisation, it was veritably significant to us that we have a very crisp, visual introduction of our website. Though, most searching was the outgrowth of a gate that would allow our clients to easily approach their portfolios. We needed support edifice both of those technologies.

Provided solution

What particular tasks were responsible for?

ClearSummit helped us educe blueprints for and ultimately create both our website and our client gate with Django.

In the commencement stages of the project, ClearSummit took the lead, as we didn’t prepare any technical donation. Now, since the bulk of the work has been done, they’re starting to train us almost additional features we could instrument in the forthcoming. The team is collaborating with us to present new ways to navigate ongoing livelihood and administration of the gate on our own.

On the website, the team helped us customize our own rendering of transmitted pages. Also, the gate itself, which is part of the website, is invitation only. Because it’s not freely approachible, ClearSummit supported us in educeing the interaction flow for new clients— such as what triggers invitations and what that invitation should look like. 

We also worked on some imaging, charts, and graphs that would capture a lot of the information establish in the documents we house on the gate.

Currently, though the website has propeled, ClearSummit assists with some less harmonizements and tweaking. 

Was there a devoted team?

At any given instant, there were four to eight nation implicated, though there were more nation toward the end of the project.

How did you come to work with ClearSummit?

We establish out almost ClearSummit through one of our contacts. 

We had a complete interviewing process with them, calling up references and conducting relatively analyses between their team and others. We ultimately determined to pair with ClearSummit owing of their extensive expertise and their familiarity with our agility.  

What are you approach expents (if diclosed)?

We’ve spent over $500,000 at this point.

What is the terminal result of working with ?

We began working with ClearSummit in April 2019. We officially propeled in January 2020, though the work is ongoing as the team supports the revision process.

Results accomplishd

Are there any measureable or plum results?

The website is officially up and running, and it represents us, our business, and our core values well. We saw a lot of agility at propel, and we’ve accepted very real feedback from users on both the design and functionality. As we haven’t been live long, we’re continuing to work with ClearSummit to instrument modifications based on user feedback. 

We’re veritably pleased with a lot of the functionalities ClearSummit applied, especially the visual reintroduction front of the gate. We wanted something different from the typical dashboard layout of investment portfolios, and ClearSummit helped us accomplish that. Formatting and introduction are extremely significant to us, and ClearSummit has taught us what platforms we could use to keep things brief.

How did ClearSummit accomplish from a project treatment restpoint?

They accomplished veritably well. I have my own project treatment phraseology, but I’ve conversant a lot from them in provisions of precious tools to use. Since our engagement, everyone in my firm is an expert in Jira and in nimble project treatment. 

The complete process was very collaborative, and ClearSummit was always ready to devote time and effort to apprehension both our fruit and any disconnects that occurred between our two teams. 

A lot of conversation and apprehension-trading took locate between our structure and theirs, as we’re both expertnessed in our relative fields. At times, we both had to be ready to apprehend why we were moving in a specific course, and to compromise in order to navigate the project successfully. 

ClearSummit was very liable throughout that process, remaining receptive to feedback and useful to converse with at all times. We never had a issue connecting with someone, from our day-to-day educeers to some of the organisation’s top members. I had the occasion to work closely with one of the establishers, who made himself useful to me whenever I needed.

It was a nice touch to have someone at a high level come down and verity work over the shoulder with the programmers, to get the project off the ground and be sentient to our timelines.

What is (from your point of view) the key factor to pay observation while intercourse with ?

ClearSummit’s complete team has big chemistry, and they all give total, 100% effort. We never witnessed anyone slacking, and it wouldn’t be rare for me to take an email late at night or soon in the morning. That condition veritably makes them rest out.

They also fetch a grade of maturity and sophistication to the project. While they didn’t have wonderfully specific apprehension of our agility, they were able to converse to best practices and prepare sound advice to our team. We veritably appreciated ClearSummit’s foresight and readyness to push back over our ideas when certain.

What fronts of their work would you like to get improved?

ClearSummit could boon from tightening up the QA process. They surely prepared QA and never gave us anything that didn’t get a pass or a look-over, but the nuance associated with our specific agility requires a different level. Though, the team did harmonize to our needs and educe that expertness internally.

Do you have any advice for forthcoming clients of theirs?

When deciding who to work with for a tech project, educe a scenario to give them a little, bite-sized piece of the project as a test-run, to be positive in their capabilities.