An insurance management platform for brokers. Automates policy processing, document generation, and client tracking. Built as a Progressive Web App for mobile-first broker workflows.
Reduces manual data entry and document processing time
Track policies from quote to renewal
Work offline, access on any device
Manage policies, generate documents, and track renewals. Built-in audit trails and role-based access control. Works offline with PWA capabilities.
Automated PDF generation using Puppeteer. Custom templates for policies, quotes, and reports with bulk processing capability. Documents cached for offline viewing.
Multi-tenant architecture with Supabase Row Level Security for complete data isolation between brokers and their clients. PWA enables offline document access and policy management.
Built a queue system with Puppeteer to generate policy documents server-side. Each PDF is rendered, validated, then stored in Supabase Storage with cached copies for offline access.
Implemented service worker with intelligent caching strategy for policy data and generated PDFs. Brokers can view client information and documents without internet connection.
Implemented Supabase Row Level Security to ensure brokers can only access their own clients' data. Every policy and document is tied to a broker_id with strict RLS policies.
Automated renewal reminders and policy expiration notifications using scheduled database functions and push notifications via PWA.
See the insurance management platform in action. Explore automated workflows, document processing, and PWA features. Try installing it on your device!
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