An antiquated platform was costing them their biggest clients — so we rebuilt it
A third-generation credit insurance brokerage was losing the close to better-funded competitors. We replaced the antiquated system, and they kept their biggest clients.
What they were up against.
Dunkin & Associates is a third-generation credit insurance firm with deep roots in Texas community banks. The current generation of leadership inherited the systems alongside the company — and those systems were starting to show. Poor interfaces, unintuitive workflows, and dated processes put the sales team at a disadvantage in front of their largest clients. It wasn't just inefficiency; it was a competitive risk. The biggest clients had options, and a brokerage that looked dated next to better-funded competitors started losing the close. Leadership brought us in to rebuild the platform — without disrupting the operational rhythm of an active book of business.
- Inherited systems with poor interfaces and unintuitive workflows
- The sales team looked dated in front of its largest clients
- A competitive risk, not just an efficiency problem — clients had options
- Any rebuild had to happen without disrupting an active book of business
How we did it.
Discovery & planning
We embedded with the team, mapped how policies actually flow through the business, and aligned on what to keep, what to rebuild, and what to retire.
Rebuild around how they sell
Rebuilt the core platform on modern architecture with intuitive UX on top — designed around real workflows, not the constraints of the old system.
What changed.
The new platform replaced the antiquated system and gave the sales team something they could be proud of in front of clients. Internal team morale lifted the moment they saw it. The firm retained its largest clients through the transition and kept investing in the platform — eventually positioning it to support new client opportunities the legacy system simply could not have handled. A third-generation family firm is now running on infrastructure built for the next twenty years. Delivered as a Value Sprint and run through AI Office.
The system.
Modern submission & certificate entry
A clean, modern workflow for submissions and certificate entry — built around how the team actually sells.
Policy & book-of-business dashboard
Policy-by-policy and whole-book views in one dashboard, giving leadership real visibility for the first time.
Cancellations, refunds & bank reporting
A streamlined process for tracking cancellations and refunds, and producing bank performance reports for loan staff.
Inside the build.
Frogslayer successfully replaced our antiquated financial service software. Great team and support.
Hear it from the client.
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