Insurance Ops Platform — Renewals, Tasks & Secure Intake
What they needed
A small insurance team was running their entire operation — renewal pipeline, client notes, follow-up tasks, sensitive banking intake from clients — across spreadsheets and email. Sensitive payment information was being collected over insecure channels. There was no audit trail, no shared task list, and no notification system when something needed attention.
What I built
A multi-module operations platform built around five surfaces: a renewal pipeline with seven status states and live auto-save, a full client database view, a complete audit log with before/after diffs of every change, a secure tokenized intake form for clients to submit payment information (TweetNaCl asymmetric encryption — the public form can encrypt but can't decrypt what it submits), and a notes-and-tasks workspace with assignment, due dates, file attachments, and a one-click end-of-day email report.
Tech Stack
What it does now
Inside the platform — renewal pipeline
The live platform holds real client data, so here's a working reconstruction with invented records. Change a renewal's status — it auto-saves and the audit log records the before/after, exactly like the real thing.
Acme Roofing LLC
General LiabilityGL-44821 · renews Jul 14
$4,820
+$310
Sunrise Bakery
Business Owner'sBOP-10293 · renews Jul 22
$2,640
$-120
Northgate Dental
Workers' CompWC-77104 · renews Aug 01
$9,150
+$890
Vista Landscaping
Commercial AutoCA-55620 · renews Aug 09
$6,075
no change
Secure client intake
Clients submit payment details through a tokenized link. The public form can encrypt but can't read back what it sends. Illustration of the flow:
Audit log
every change- Northgate Dental9:14 AM
Status: Requote → Email to stay
- Vista Landscaping9:02 AM
Status: Needs status → Emailed recommendation
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