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Broker Flow - Insurance Application System

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

Project Overview

📋Situation

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.

🎯Task

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.

Action

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.

🏆Result

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.

Implementation 2

📋Situation

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.

🎯Task

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.

Action

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.

🏆Result

Successfully managed complex form state without errors, achieved consistent UI/UX across all broker variations, reduced code duplication by 70% through reusable components, improved accessibility compliance, and streamlined the addition of new broker partners.

Technology Stack

Vue.jsVuetifySCSSESLintVue-maskVee-validateVue RouterComposition APIPinia