Building a Next-Gen Sales Enablement Platform for Financial Wellness
Capital Choice replaced pen-and-paper insurance quoting with MyCapitalChoice, a responsive platform on AWS with real-time quoting and financial modeling. Associates can now give clients a full financial picture in minutes.
Helping hardworking Americans reach financial independence, faster
Capital Choice Financial Group, founded in 1995, is dedicated to helping hardworking Americans achieve financial independence. Through a vast network of independent sales associates, it offers life insurance and annuity solutions alongside financial guidance.
As the company grew, legacy processes, specifically manual insurance quoting, were slowing down efficiency. Capital Choice partnered with HatchWorks to build a next-generation sales enablement platform that enhances client onboarding and financial planning.
Quoting by pen and paper
Legacy processes were holding the company back. Insurance quoting traditionally relied on manual, pen-and-paper calculations, which slowed sales associates and created inefficiencies in client onboarding.
Capital Choice needed a modern, intuitive platform to streamline quoting, enhance the customer experience, and empower associates to sell financial products faster and smarter.
Manual quoting
Pen-and-paper calculations for every quote.
Slow onboarding
Inefficiencies at the first step of every client relationship.
Associates held back
A growing network without modern tools to sell with.
MyCapitalChoice: quoting and financial modeling on any device
Through stakeholder workshops and rapid prototyping, HatchWorks developed MyCapitalChoice, a scalable, responsive platform for seamless quoting and financial modeling across devices.
Client profile builder
One place to capture a client's situation and goals.
CRM integration
Connected with leading financial tools.
Real-time insurance quoting
For Ameritas and TransAmerica.
Financial modeling calculators
Assets, expenses, and retirement.
A full financial picture in minutes
Associates can now provide clients with a full financial picture in minutes, demonstrating the role of insurance in future financial stability. Built on AWS for scalability and security, the platform gives Capital Choice long-term flexibility.
Faster onboarding for new sales associates.
Increased sales efficiency with real-time quoting tools.
Improved client engagement through interactive financial planning.
Insurance quotes calculated manually, by hand
Slow client onboarding and slower sales associates
No single view of a client's financial picture
Real-time quoting for Ameritas and TransAmerica on any device
Client profiles, CRM integration, and financial modeling in one platform
A full financial picture for the client in minutes
The stack
About the work
About Capital Choice
Capital Choice Financial Group provides financial education, insurance, and investment solutions. Founded in 1995, it works through a nationwide network of independent associates to help clients with debt reduction, asset protection, and long-term financial planning.
HatchWorks AI turns AI into ROI by automating key business processes, transforming data, deploying intelligent agents, and shipping AI-powered products that deliver measurable results. Its proprietary Generative-Driven Development methodology is a repeatable path from idea to production, blending AI, agents, and engineering to ship faster with less risk.
Are legacy processes slowing your sales team down?
See how HatchWorks AI builds the platforms that put real-time tools in every associate's hands.