One Insurance Event Management Platform for Registration, Check-In, and Live Event Visibility

Insurance Event Management Platform

One Insurance Event Management Platform for Registration, Check-In, and Live Event Visibility

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OVERVIEW

The thing most event platforms get wrong check-in should be the attendee’s job, and it should take one scan.

For a US insurance distribution client running conventions, regional meetings, and recognition events, 2Base built a platform that connects event setup, registration, on-site check-in, badge printing, and reporting. Attendees can check in at a kiosk, while organizers can follow arrivals from the event dashboard.

[1] Client type
A US insurance distribution client
[2] Industry
Insurance distribution
[3] Region
United States
[4] What 2Base built
Configurable event website, organizer portal, and attendee check-in kiosk
[5] Services provided
Custom platform development, event website and admin portal development; kiosk and badge printer integration

From Registration to Checked-In

  1. Register

    Website

    Public page or private URL, OTP-verified.

  2. Ticket

    Email

    QR ticket sent ahead, also in the dashboard.

  3. Scan

    Kiosk

    Ticket or mobile number at the details.

  4. Confirm

    Kiosk

    Attendee reviews and edits their details.

  5. Print

    Kiosk

    Badge routed to an assigned WIFI printer.

  6. Checked-In

    Admin

    Status & dashboard update instantly.

THE CHALLENGE

Generic event tools left organizers rebuilding events and tracking arrivals by hand

The client runs an annual convention alongside regional meetings, sales events, and recognition programs for agents, vendors, and carriers. Each event called for registration, invitations, badges, and a way to know who had arrived.

Managing those steps across separate tools and manual lists made it harder to repeat events and follow activity while an event was running.

The events also had needs that a standard registration flow could not cover easily, including private invitations, recognition activities, and engagement at exhibitor booths.

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PAIN POINTS
  • Registration, check-in, and attendee tracking handled by hand, with delays and errors.

  • Every recurring event is rebuilt from scratch, with no way to reuse the last one.

  • Low engagement on the exhibition floor, and no data on which booths attendees visited.

  • No real-time view of registrations, badge prints, or arrivals while the event ran.

THE SOLUTION

Built for a venue floor, not just a website

2Base built an event website, an organizer portal, and a kiosk check-in experience that work together. Organizers configure an event and its sections in the portal. Attendees register and receive a digital ticket, then use a kiosk to confirm their details and print a badge when they arrive. Check-in activity appears in the organizer's view.

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WHAT WE BUILT

One platform from invitation to post-event report

Team walking together outside an office
PROCESS VISUAL

From manual event steps to one connected platform flow

Before and after comparison of operational improvements on the platform

Key decisions

Configurable event sections allow different events to use the same platform with new development phase. Connecting the kiosk and assigned badge printer to the organizer portal allows on-site activity and device status to be viewed together.

Validation and controls

A ticket scan is logged; attendees can review their contact details before badge printing, kiosk and printer status is visible to organizers.

RESULTS & IMPACT

Real-time visibility into event activity and interactions

Attendees check themselves in

Attendees scan their ticket or use their mobile number, check their details, and print a badge. Staff can step in when someone needs help.

Organisers see what is happening live

Check-ins, badge prints, and device status appear in the admin portal while the event is running.

Recurring events are easier to set up

Organisers can duplicate an earlier event, update its details, and choose the modules they need.

Booth visits become visible

QR scans show which booths attendees visited, giving organisers engagement data they can use when planning future events.

One connected event flow

From registration and invitations to check-in and reporting, attendee activity stays connected to the same event record.

Outcome

Attendees can check themselves in, update their details and print badges independently, making arrivals faster and reducing the need for staff assistance. Meanwhile, organisers get real-time visibility into check-ins, badge activity, kiosk and printer status throughout the event. Private invitations and booth scans are managed in the same platform, giving the team a clearer picture of attendance and engagement. When the next event comes around, they can reuse an existing setup instead of starting again.

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PARTNERS AND INTEGRATIONS

Connected to on-site devices and event communications

Integrations

  • On-site hardware

    Kiosks and WiFi badge printers are registered and assigned to each event, and report their status back to the portal throughout.

  • Email

    Tickets, reminders and campaigns go out by email.

Book a consultation to build your event management platform.

Bring your registration, check-in, and reporting challenges to our team. We’ll review how your events run today and outline a platform that connects attendee access, badge printing, and live event tracking.

Explore our other Insurance software development services
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FAQ

Here are some common questions about bringing access, communications, and information together.

Still have concerns?

We'll be happy to help.

They scan the QR ticket they received by email at a kiosk, confirm their details and print their badge. Their status changes to Checked-In in the admin portal the moment the badge prints.

They can check in with their mobile number instead, and a Call for Help option at the kiosk brings staff over only when needed.

Yes. Private events are reachable only through unique links shared by organizers, and they run through the same registration, ticketing and check-in flow as public events.

Organizers configure an event once by choosing the modules it needs, and the event website takes its shape from that setup. A repeat meeting is copied, adjusted and published rather than rebuilt.

A live health dashboard in the admin portal shows every kiosk and printer assigned to the event, along with check-ins by time, so a fault is visible before it becomes a queue.

A record of which booths attendees visited. Attendees scan booth QR codes to earn rewards, one scan per booth per day, and each scan is logged for reporting.

Yes. Registration carries dedicated fields for Spanish-language convention attendees, and those attendees have their own reporting.

A dashboard for each event covering registrations, badge prints and booth visitors, with filtered CSV and PDF exports.

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