2,100 brokers off email
and onto a live self-service portal.
Halcourt Insurance managed its entire broker network through email, shared inboxes, and PDF attachments. Quote submissions averaged 6 days to process. Brokers were defecting to competitors with better technology. We built the full Experience Cloud broker portal — submission, quoting, policy management, and claims — in 17 weeks.
A broker network losing business
to competitors with a better login screen.
Halcourt Insurance underwrites commercial property, liability, and professional indemnity policies across the US and UK, distributed entirely through a network of 2,100 independent brokers. In 2025, every single broker interaction — quote submissions, endorsement requests, policy documents, claims notifications — ran through email. Shared inboxes. PDF attachments. Reply-all chains.
The underwriting team was processing an average of 340 email submissions per day. Quote turnaround averaged 6 business days. Brokers had no visibility on submission status once they hit send. In exit interviews, brokers who had moved their book of business to competitors cited technology — specifically the lack of a self-service portal — as the primary reason in 61% of cases.
Amroar built the full Salesforce Experience Cloud broker portal from scratch — authenticated broker access, structured submission forms connected directly to Service Cloud case management, a live quote tracking dashboard, policy document library, and a claims lodgement and tracking module. 2,100 brokers migrated. Quote turnaround cut from 6 days to under 24 hours.
340 email submissions a day. No portal. Brokers leaving.
The problems were hiding in plain sight. Every workaround had a cost — in time, in broker satisfaction, or in deals that went elsewhere.
Experience Cloud as the broker layer. Service Cloud as the engine behind it.
Every broker-facing interaction in the portal is backed by a Service Cloud workflow — structured data, routed cases, tracked SLAs, and full audit trail from submission to policy issuance.
From broker submission to underwriter desk. Structured, routed, tracked.
What used to be a free-text email landing in a shared inbox is now a structured, routed, SLA-tracked workflow — visible to the broker at every step.
17 weeks. What we actually built.
The numbers at 90 days post go-live.
"Sixty-one percent of our churned brokers told us they left because of our technology. That number was sitting in exit interview data and nobody had acted on it. Amroar built the portal in 17 weeks. Within 60 days, 83% of our brokers were using it. We've already had three brokers come back who had moved their book elsewhere. The portal paid for itself before the project invoice was settled."
Your partners deserve better than a shared inbox.
Whether it's a broker network, a dealer channel, or a partner ecosystem — if your external partners are operating through email, you're losing business to competitors who built the portal. Experience Cloud done properly takes months, not years. Book a call and we'll scope it honestly.
Senior architects on the call. We'll tell you what's buildable in your timeline.