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Brown & Brown PortalValuation & Report Generation Platform
In partnership with BrightLogic Inc., we developed a valuation report generation system for Brown & Brown, streamlining liability data imports, plan configuration, and automated Word-based report creation for the insurance and finance sectors.
Project Detail
We developed a robust, feature-rich portal that enables administrators and analysts at Brown & Brown to manage clients and their plans, import large liability data files, configure reusable templates, perform automated calculations, and generate structured Word-based reports. The system also provides a secure, role-based admin environment for managing report types, valuation fields, calculation rules, and document templates with integrated data validation and calculation features.
Client Overview
Brown & Brown is a leading insurance brokerage and risk management firm providing a wide range of insurance and reinsurance products and services across various sectors. To enhance operational efficiency and valuation reporting, Brown & Brown required a scalable, modular system to handle complex client plans and structured report generation workflows.
We worked on this project in collaboration with BrightLogic Inc. (USA) to build a comprehensive web-based report generation and valuation management portal for Brown & Brown, enabling the team to automate, manage, and deliver client-specific valuation reports efficiently.
Industry
Insurance, Finance, Reporting
Project Type
Web-Based Valuation & Reporting Platform
Technologies
React.js
.NET Core API
SQL Server
REST API Development
HTML
CSS
Bootstrap
JavaScript
TypeScript
jQuery
Major Features Delivered
Comprehensive solutions designed to enhance user experience and drive business growth.
Client & Plan Management
Manage clients and associated valuation plans. Configure plan structures, define reported sets, and reuse prior valuation data.
Data Import & Processing
Import liability data via XML/CSV with validation against XSD templates. Perform dynamic calculations based on configured fields.
Report Generation
Generate automated Word reports using merge templates and rules-driven valuation logic with configurable fields.
Admin Module
Role-based user authentication with administrative control over basis types, liability types, report types, and field configurations.
Template Management
Upload and manage report templates, XSDs, XML field assignments, and extraction rules for dynamic document generation.
Authentication & Authorization
Enforce secure access across modules using granular, role-based permissions for both users and administrators.
Challenges & Solutions
We identified key pain points and developed targeted solutions to transform the resort's digital presence.
Challenges
Complex Data Import Handling
Complex XML/CSV liability data imports need to be handled automatically.
Manual Word Report Creation
The creation of Word reports required the use of reusable, configurable templates.
Advanced Access Control Needs
Advanced role-based access control was necessary to ensure secure management.
Valuation-Based Calculations
Complex calculation requirements were connected to the valuation processes.
Solutions
Modular Web Portal Architecture
Built a modular, scalable web portal with reusable architecture.
Validated Data Import System
Integrated XML/CSV data import with validation via XSD schema.
Automated Word Report Generation
Automated Word report generation using document merge templates.
Dynamic Valuation Calculations
Enabled dynamic calculation management tied to valuation plans.
Secure Role-Based Access
Implemented role-based authentication and authorization for security.
Robust Admin Field Management
Built robust admin modules for the master field, valuation field, and report type.
Project Snippets
Visual highlights showcasing the transformation and key features of the new website.
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Call us: +1 (732) 552-8682
Email: inquiry@mol-tech.us
2000 N Central Expressway, Suite 220, Plano, TX 75074, United States
" I’ve had the pleasure of working with Nigam since 2005 across a number of projects and client accounts. Over the years, Nigam and his development team have consistently delivered outstanding work across a wide range of technologies. Their depth of expertise, attention to detail, and commitment to client success have always stood out. "
Business Values Provided
The platform improved efficiency, accuracy, and control over reporting and valuation workflows.
Automated Report Generation
Reduced manual effort by generating reports on-demand or via scheduled tasks.
Streamlined Data Imports
Easily ingested bulk data from various sources with validation and mapping.
Configurable Valuations Management
Offered flexible controls to manage asset types, rules, and calculation logic.
Connecting Continents, Empowering Businesses
Our branch offices ensure seamless support across the globe.
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2000 N Central Expressway
Suite 220
Plano, TX 75074
United States
inquiry@mol-tech.us
+1 (732) 552-8682
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408 Joo Chiat Place
Singapore (428085)
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+65 8753 5833
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Kirchmooshöhe 4
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5th Floor, 506,
Dwarkesh business hub
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380005, Ahmedabad, Gujarat
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+91 81286 94374