Insurance Renewal Workflow Tracker
A workflow tool that tracks insurance policies toward their renewal dates so nothing lapses unnoticed.
- Client
- Internal product
- Type
- Web App
- Stack
- FlutterFirebaseCloud Functions
Renewal deadlines were tracked manually, which meant lapsed policies were discovered after the fact rather than prevented. The team needed the system to surface what was coming up, not wait to be asked.
- 1
Modelled the renewal lifecycle as explicit stages so a policy is always in a known state.
- 2
Built a dashboard that leads with what is due soonest rather than showing an undifferentiated list.
- 3
Added automated reminders keyed to renewal dates so follow-up is triggered by the data.
- 4
Kept a full history on each policy so the audit trail survives staff changes.
Features built
Next project
Desktop CRM Tool
A cross-platform desktop CRM built in Flutter, giving sales teams a native application rather than another browser tab.
Tell us what you are trying to build.
Send over the rough idea — even a paragraph is enough. We will come back with an honest view of scope, timeline and cost, and tell you if we are not the right fit.
Free consultation · No obligation · Replies within one business day
