Velora · A CRM for Independent Insurance Agencies

What they needed

A small insurance agency ran everything out of spreadsheets and email: renewals, client notes, follow-up tasks, even clients' banking details, which arrived over channels that weren't secure. Their agency management system, EZLynx, holds the policies, but not the week's work of chasing them. When something changed there was no record of it, and when something needed attention nobody was told.

What I built

Velora sits beside the agency's management system instead of replacing it. Renewals are grouped by how soon they're due, with the premium change on each row, and pasted rows from the renewal report are matched to the right household by policy number. Each household's policies, notes, tasks and checklists sit on one page. Clients send payment details and intake answers through links that encrypt card numbers, license numbers and birthdates in their browser with TweetNaCl, so the public form can lock what it sends but can't read it back. Staff can start an intake from an EZLynx export, read in the browser from the ACORD XML file. Every change goes into an audit log with the before and after, and the end-of-day report goes out with one button.

Tech Stack