Insurance Ops Platform — Renewals, Tasks & Secure Intake

The Problem

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.

The Solution

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