Imagine a high-stakes environment where every insurance agent has their own secret sauce—personalized logic stored in their heads, not in a system. This was the reality for GWG Life’s debenture sales team. They knew their numbers, but without a standardized system, scaling and accuracy were a challenge.
Enter us. We built 10 powerful debenture calculators that took the guesswork out of sales conversations. The result? A 3X increase in sales and a toolset that’s still in play today.
The Challenge
The Challenge: From Tribal Knowledge to Tech-Enabled Precision
The mission? Extract intricate financial calculations—locked away in the minds of stakeholders—and turn them into automated, scalable, and precise debenture calculators.
The catch? Human nature. We weren’t just translating numbers; we were decoding unspoken logic, implicit expertise, and decades of instinct into a structured, digital format. Hierarchies, miscommunication, and the sheer complexity of these calculations made this a challenge that was equal parts psychology and technology.
The Breakthrough
Mind-Reading Meets Math-Wrangling
We kicked things off with a deep-dive discovery process, working closely with stakeholders to extract their “mental math” and transform it into a standardized framework. Our approach:
- Stakeholder Interviews – We asked the right questions to unlock hidden logic.
- Calculation Engine Development – We built a powerful backend to crunch numbers with surgical accuracy.
- Human-Centric Design – The calculators weren’t just functional; they were intuitive and easy to use.
- This wasn’t just tech – it was a bridge between human expertise and machine precision.
