A comprehensive broker flow system designed to streamline insurance application processes for multiple broker partners. This project focused on creating a seamless, branded experience with advanced form management, real-time validation, and multi-tenant theming. The system handles complex insurance workflows while maintaining consistent performance across all broker variations.
2022
The insurance application process required complex multi-step forms with 100+ fields, but existing solutions had high abandonment rates, validation errors, and lacked brand consistency across different broker partners.
Architect and develop a sophisticated multi-tenant broker flow system that provides intuitive form navigation, real-time validation, input masking, and dynamic brand customization for 15+ broker partners while maintaining code reusability.
Built a multi-tenant themed system with dynamic brand customization, implemented advanced form validation using Vee-validate with custom rules, integrated Vue-mask for input masking and data integrity, created a progressive form wizard with step-by-step navigation and progress tracking, developed 30+ reusable form components with modular architecture, implemented Vuex/Pinia state management for complex form data, added real-time form data persistence and auto-save functionality, and ensured responsive design across all devices.
Improved form completion rate by 35%, reduced validation errors by 50% with real-time feedback, achieved 40% faster form submission times, enhanced user satisfaction scores, and increased broker adoption rate with branded white-label solution that maintains consistency across all variations.
Managing complex form state across multiple steps with validation dependencies was causing user frustration, and ensuring consistent UI/UX across 15+ broker variations while maintaining code reusability was a significant challenge.
Create a system that handles validation dependencies across form steps, ensures consistent user experience across all broker themes, and maintains high code reusability to reduce development and maintenance overhead.
Designed a state management architecture using Vuex/Pinia to handle form state across steps, implemented conditional validation logic that respects field dependencies, created a theming engine that applies broker-specific styles while maintaining component structure, utilized SCSS preprocessing with BEM methodology for maintainable styles, and implemented accessible form controls meeting WCAG 2.1 standards.
Zero form state errors across 100+ fields and 15+ broker themes; 70% reduction in code duplication; new broker onboarding cut from weeks to <3 days; 100% WCAG 2.1 AA on form controls.