Traditionally, the insurance industry relies heavily on manual workflows, offline forms, and multiple touchpoints to complete submission of new insurance applications. Across the board, sales conversions often took days or even weeks due to manual encoding, offline underwriting approvals and lack of a unified platform that connects multi-function data and information to complete the processing requirements. This resulted in slow policy issuance, delayed commissions, data integrity risks, and a subpar experience for both agents and customers. Our partner knows that in order to remain competitive, they must rethink the way they handle the point-of-sale and client onboarding processes. Together, we identified that in order for technology solutions to be successful, agency and customer touchpoints must be adapted to fit the intended experience following compliance by design principles, well documented and aligned to the overall business objectives.