Policy Renewal and Claims Tracking Automation for an Insurance Agency

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At insurance agencies, renewal dates, customer details and claim files can be kept in separate places. Seeing where a customer stands may mean checking several sources. Renewal follow-up can also end up in personal notes.

For an insurance agency, a web-based tracking automation was built to manage policy renewals, customer follow-up and claims from one centre. Role-based authorization means each user sees only the data that concerns their own work.

The interface was designed to be user-friendly, and the system includes detailed reporting. The goal was to save time and make workflows more efficient.

The system runs on cloud infrastructure, which allows secure access from anywhere.

A modern, mobile-friendly promotional website reflecting the agency's corporate identity was also produced for the same agency.

The design and development of both the automation and the website were done by one developer from our team in a previous role. The client is not named.