CAPITAL CHOICE
Building a Next-Gen Sales Enablement Platform for Financial Wellness
- Full Lifecycle Software Development
- Cloud Application Services
- Product Strategy & Innovation
- UI/UX & Customer Experience
- Managed Application Services
HATCHWORKS TEAM
Product Strategists, UX/UI Designers, Software Engineers, QA Engineers, Data Experts
Overview
Capital Choice Financial Group, founded in 1995, is dedicated to helping hardworking Americans achieve financial independence. With a vast network of independent sales associates, the company provides life insurance and annuity solutions while empowering customers with financial guidance. As Capital Choice grew, it became clear that legacy processes—specifically manual insurance quoting—were slowing down efficiency. To modernize their approach, Capital Choice partnered with HatchWorks to build a next-generation sales enablement platform that enhances client onboarding and financial planning.
The Challenge
As Capital Choice grew, their legacy processes were holding them back. A key challenge was their insurance quoting process—traditionally reliant on manual, pen-and-paper calculations. This outdated method slowed down sales associates and created inefficiencies in client onboarding.
Capital Choice needed a modern, intuitive platform to streamline quoting, enhance customer experience, and empower associates to sell financial products faster and smarter.
the process
HatchWorks collaborated with Capital Choice to deeply understand their business, goals, and challenges. Through stakeholder workshops and rapid prototyping, we developed MyCapitalChoice—a scalable, responsive platform designed for seamless quoting and financial modeling across devices.
Key features:
- Client profile builder
- CRM integration with leading financial tools
- Real-time insurance quoting for Ameritas & TransAmerica
- Financial modeling calculators (assets, expenses, retirement)
The Outcome
With MyCapitalChoice, Capital Choice associates can now provide clients with a full financial picture in minutes—demonstrating the role of insurance in their future financial stability.
Built on AWS for scalability and security, the platform ensures long-term flexibility, allowing new features to be added as business needs evolve.
Results & Impact
- Faster onboarding for new sales associates
- Increased sales efficiency with real-time quoting tools
- Improved client engagement through interactive financial planning
About Capital Choice
Capital Choice Financial Group provides financial education, insurance, and investment solutions to help individuals achieve financial independence. Founded in 1995, the company focuses on serving hardworking Americans through a nationwide network of independent associates. By offering tools and strategies for debt reduction, asset protection, and long-term financial planning, Capital Choice empowers clients to take control of their financial future.
