Costco · Lockton ▪ Build

An online pet insurance purchase flow for Costco members, built in four weeks

Client
Costco, with Lockton
What
An online pet insurance purchase flow for members
Where it runs
The web
How fast
A working purchase path in week one
Status
Delivered in four weeks, handed over

A Costco member types a membership number, adds the dogs and cats, picks a plan and pays. One flow, several pets, an assistant beside it. Built for Lockton in four weeks.

Lockton is the broker that sells the policy to Costco members in Mexico. The page it ran before took one pet at a time, repeated questions and made the member start over for every extra animal. 2Sunrise designed, built and delivered the replacement.

What it does

  1. [1]Checks the membership number against Costco’s own records. Active members go through, lapsed ones are pointed to Costco to renew.
  2. [2]Takes several pets in one purchase, dogs and cats, with everything the insurer needs about each one.
  3. [3]Shows the plans read live from the insurer, never hardcoded, and offers Costco Ejecutivo members twelve months without interest.
  4. [4]Issues each policy through the insurer and sends the documents by email the moment the payment confirms.
  5. [5]Creates or updates the member’s account with the broker and reports every purchase, so the broker administers the policy from day one.
  6. [6]An assistant in a side panel on every screen walks the member through and answers questions.
  7. [7]An admin panel for the client: policies sold per week by plan, the activity of the funnel, and a report of the visits that did not turn into a purchase.
The result

A working purchase path, issuing real test policies against the insurer, in the first week. The full flow delivered in four weeks. Built to be moved: two services in containers that the broker can host on its own cloud whenever it wants, with the insurer connection kept as the broker’s own asset. Code written in Spanish, on purpose, for the team that inherits it. A fixed scope and a fixed price, delivered and handed over.

The quality, the speed and the clarity are not that common in the market. We have worked with 2Sunrise on everything from small MVPs to accounts like Costco, and it is always a guarantee.
Miguel Verduzco, Co-founder and COO, Cody. Translated from Spanish.

If this sounds like your product

Something to sell online to a base of members, clients or employees, with a check against their records, a payment and a document at the end. A policy, a membership, a plan, a subscription. This is how a build runs.

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