The challenge
Dunlap modernized two health-insurance brokerages: a 15-person firm in Canby and a five-person firm in Portland. Both were relying on aging, office-bound technology that made remote work effectively impossible. The environments included 15-year-old computers, locally hosted email, analog telephone systems, and no dependable way to reach business systems from outside the office. Employees could not reliably access files, applications, contracts, or business calls from home. The technology placed unnecessary limits on when and where brokers could serve customers.
