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DEVSTAX

FinTech solution · Insurance Search & Matching

The right policy in a few questions.

Turn scattered insurance data into a search experience that returns relevant policies and agencies instantly from a few structured inputs.

The challenge

Insurance data is scattered and inconsistent

Insurance information lives in different formats across carriers, agencies and websites. Customers and agents spend too long searching, and still are not sure they have found the best fit.

Devstax builds search and matching platforms that normalize policy and agency data into one structure, ask users a few clear questions and return instant, filtered results they can compare with confidence.

What it automates

What runs on its own

  • Structured questions that capture what the user needs
  • Normalization of policy and agency data from many sources
  • Instant matching and ranking of relevant options
  • Filters, comparisons and agency reviews
  • Hand-off to agents or quote requests

Before and after

Insurance Search & Matching, step by step

BEFORE · MANUAL PROCESS
  • Search carrier websites one by onehours
  • Copy details into a comparison sheethours
  • Call agencies for missing informationdays
  • Guess which policy fits bestminutes
  • Start over when needs changehours
AFTER · AUTOMATED WITH DEVSTAX
  1. TriggerUser answers a few structured questions
  2. AIMatches needs against normalized policy data
  3. ActionShows ranked results with filters
  4. NotifyConnects the user with the right agency

Runs 24/7 · every step logged

Benefits

What your team gets

  • Instant results

    Users get relevant options in seconds.

  • Cleaner data

    Inconsistent sources become one structured dataset.

  • Better matches

    Results reflect what each user actually needs.

  • More qualified leads

    Agencies receive users who know what they want.

How we deliver it

From first call to live automation

  1. Map

    We review your data sources, products and users.

  2. Design

    We design the questions, results and comparison views.

  3. Build

    Data structuring, matching and the search experience are built.

  4. Launch

    We launch and improve results based on real searches.

FAQ

Common questions

What data can the platform use?

Carrier and agency data from APIs, files or feeds. We normalize it into one structure the search engine can use.

Can users compare policies?

Yes. Results include filters and side-by-side comparisons, plus agency reviews where available.

Can it hand leads to agents?

Yes. Users can request quotes or contact an agency, and the lead is routed with their answers attached.

Can AI improve the matching?

Yes. AI can interpret free-text needs and rank results, on top of the structured rules.

Ready to automate this in your business?

Book a free 30-minute audit. We will map your current process and show you what can run on its own.