Warranty · USA

TOCO

Client: TOCO Warranty
Year: 2023
Services: Software development · Salesforce · Integrations · UX/UI

Overview

TOCO Warranty sells vehicle coverage for the modern driver. The work went beyond screens: we rebuilt the customer experience and refactored the internal stack that runs the business — Salesforce, APIs, and payment integrations — so sales, ops, and billing share one coherent flow.

Results

Salesforce: ops backbone unified
APIs: services connected
Payments: methods integrated

The challenge

Coverage was hard to explain to customers, and the back office was harder to run: Salesforce, internal tools, and payment methods did not move as one system. Fine print on the front and fragmented processes behind the scenes slowed sales and day-to-day operations.

Our approach

We clarified the customer journeys and information architecture, then modernized the critical internal systems in stages: Salesforce as the operational backbone, APIs between services, payment-method integrations, and dashboards for the team — without a big-bang cutover that would stop policy sales.