Insurance Operations Platform
Enterprise system for insurance operations: customer and agent management, sales, auditing, reporting, document generation, SMS messaging, workflows and role-based permissions.
- Sector
- Insurance
- Type
- Enterprise platform
- Status
- In production
- Scope
- Software and integrations
The problem
An insurance operation moves far more than policies: agents selling, supervisors auditing, documents that must be issued and customers waiting for an SMS reply. When each part lives in a different tool, the operation ends up depending on people’s memory and spreadsheets.
What we built
A single platform where sales, auditing, documents and messaging share the same data. Each person sees exactly what they need, and every operation moves from stage to stage on its own, with no manual steps.
System modules
- CRM
- Agents
- Auditing
- Sales
- Reporting
- Documents
- SMS / MMS
- Workflows
- Roles and permissions
STACK: RAILS · REACT · POSTGRESQL · REDIS · SIDEKIQ · AWS · CLOUDFLARE
NOTE: DUE TO CONFIDENTIALITY AGREEMENTS, THIS CASE IS DESCRIBED WITHOUT CLIENT DATA OR INTERNAL METRICS.