How Unlimited Drove Renewal Automation for Open Road with an End-to-End Client Management Solution

About the Client

Company: Open Road Automotive Insurance
Industry: InsurTech / Auto Insurance
Organization Type: Enterprise
Key Systems: HubSpot (Sales Hub, Service Hub, CMS Hub, Marketing Hub, Data Hub), Majesco (Policy System), Agent Sync, via Karana Custom API Integration

Case Study Highlights

• Launched a fully custom-branded website on HubSpot CMS Hub, giving Open Road a professional digital presence from day one
• Solved inconsistent Majesco API data to establish a true single source of truth across the customer portal, CRM, and policy system
• Automated multi-channel renewal reminders and personalized payment links, eliminating manual follow-up
• Gave agents a real-time, 360-degree view of their book of business

Open Road Automotive Insurance entered the market as a brand-new company, tasked with building its entire digital presence and operations from the ground up. Open Road set itself apart by specializing in automotive insurance for vintage and classic cars, offering enthusiasts trusted coverage tailored to their unique needs. As they prepared to launch, Open Road needed a seamless, modern customer experience that simplified policy management and renewals through a user-centric digital platform.

The Challenge

Disconnected Systems Undermine Renewal Automation

Open Road's goal was to deliver a seamless, automated renewal experience for both customers and agents. However, a fundamental challenge stood in the way: their core policy system, Majesco, was not reliably integrated with HubSpot CRM or the customer portal hosted through Majesco.

Inconsistent API data from Majesco, including missing renewal identifiers and incorrect revision numbers, caused key customer and policy information to fail to sync. As a result, HubSpot and the customer portal often contained out-of-date or incomplete records.

That disconnect created serious downstream issues:

• Policy statuses in HubSpot and in the customer portal did not reliably match the true records in Majesco, resulting in active policies being marked as expired.
• Automated renewal reminders, personalized payment links, and policy self-service features in the customer portal could not be triggered, forcing the team to rely on manual processes.
• Agents lacked a unified, real-time view of their clients' policies, making it difficult to provide proactive service and accurate support.

For Open Road to realize its vision, it was critical to create a robust, two-way integration that tightly connected Majesco, the CRM, and the customer portal, ensuring all systems shared a single source of truth and enabling true automation across the business.

How Unlimited Tech Solutions Helped

Unlimited delivered a holistic solution that married a fully redesigned, branded website with a robust integration strategy built to overcome Majesco's data inconsistencies.

1. Custom Website Design

We designed and built a modern, branded website on HubSpot CMS Hub, giving Open Road a professional digital front door as it launched into the market.

• The website reflects Open Road's commitment to customer service and classic car culture in a visually engaging, intuitive interface. Policyholders manage their policies, payments, and renewals through the Majesco-hosted customer portal, which is powered by the accurate, real-time data made possible by the integration work below.

2. HubSpot CRM Model

A custom "Policy" object in HubSpot was developed to mirror Majesco's structure.

• This included all relevant policy details and a dedicated "Outstanding Renewal Payment" trigger, allowing seamless automation of workflow reminders and status updates.

3. Resilient Majesco Integration

To address inconsistent API data, we engineered a robust re-ingestion process that regularly refreshes all policy records.

• We also collaborated with Majesco to create a renewal-specific reference property, making reliable syncing possible between Majesco, HubSpot, and the customer portal.

4. Automated Renewal Workflows

With unified, accurate data across all systems, we enabled multi-channel renewal reminders and payment links.

• These are triggered automatically based on real-time policy status, eliminating manual follow-up and ensuring timely renewals.

5. Agent and Producer Sync

Producer records from Majesco are mapped to HubSpot contacts and portal associations.

• This gives agents a real-time dashboard of their book of business and enables proactive service.

6. Monitoring and Auditing

We established comprehensive logging and proactive alerts for any integration or workflow failures.

• That ensures full visibility and rapid incident response for the operations team.

"Unlimited Tech solved an integration challenge that was a major roadblock for our business. Their strategic approach to data re-ingestion and workflow automation gave us the confidence to finally automate our renewal process. We now have accurate data, our agents have full visibility, and our customers get a seamless experience." — Head of Operations, Open Road Automotive Insurance

Results

100% data accuracy: The weekend re-ingestion job and corrected data mappings eliminated discrepancies, ensuring active policies are now correctly reflected in HubSpot.

Automated renewals: Customers now receive timely, automated renewal reminders via email and SMS, driven by a single policy flag and containing accurate payment links.

Complete agent visibility: Agents have a reliable, 360-degree view of their associated customers and policies, enabling them to provide proactive and informed service.

Full auditability: All changes to policy status, payment receipts, and agent notifications are timestamped and logged, providing a clear audit trail for reporting and compliance.

Why Unlimited Tech Solutions

Open Road required a partner with deep expertise in handling complex integrations and inconsistent source APIs. They engaged Unlimited Tech to architect and build a robust data solution that could reliably connect their core policy system to HubSpot and automate critical revenue operations.

Unlimited delivered exactly that: a custom-branded website, a resilient two-way Majesco integration, and end-to-end renewal automation that gives agents, operations, and customers a single source of truth.

For companies launching a digital presence from scratch on top of a legacy or inconsistent policy system, this is what a true single source of truth looks like in practice.

Ready for Unlimited Possibilities? Let's get the conversation started.