Insurance Certificates Reselling Platform

About: Insurance Certificates Reselling Platform

Introduction:

Our client, a leading insurance reseller, specializes in providing insurance plans for vehicle leasing companies. They approached us with the challenge of streamlining the process of generating and retrieving insurance certificates. The current system was time-consuming, prone to errors, and manual leading to delays and dissatisfaction among clients. The client needed a custom web application that could automate the process of generating and retrieving insurance certificates, thus reducing the potential for errors and delays, and improving the overall user experience.

Solution:

To address the challenges faced by our clients, our team designed and developed a custom web application tailored to their specific needs and those of their clients. The application was designed to automate the process of generating and retrieving insurance certificates, reducing the potential for errors and delays.

We built them a public API where the leasing companies can connect their internal systems and invoke the generation of certificates automatically, after which each party of the transaction gets a PDF copy emailed to them and the certificate information is recorded in the database.

Also, we have built a dashboard to allow agents (resellers) to add their own clients and automatically provide them API credentials for access to start selling. Each agent would use the dashboard to customize the terms and conditions used by the certificate provider, would be able to specify attachments to add to each certificate generated, and also would be able to customize the logo and extra files relating to each leasing company he offers services to. All these customization options will reflect in the final generated certificate to provide a unique look for each certificate depending on the insurance company, agent, and leasing company involved in it.

The API also provides the ability to edit entries, re-generate and re-send certificates, and get and delete entries. The dashboard also provides the agent with the ability to encode some of the values in the certificates based on specific criteria so the car value for example does not print in the final PDF and instead is encoded with a specific code only understood by the leasing company alone based on the input value.

The application was built with a user-friendly interface that made it easy for clients to generate insurance certificates for their vehicles. The system automatically retrieves the necessary data from our client’s database and populates the certificate template, eliminating the need for manual data entry. This helped to improve the accuracy and efficiency of the certificate generation process.

The application also provides a user-friendly interface for clients to view, download, and print their certificates, as well as keep track of their expiration dates. This feature made it easy for clients to access their certificates and stay updated on their expiration dates, which helped to improve their overall user experience.

The system also has an admin console where our client can manage all the resellers and also can generate reports of insurance certificates generated. This helped the client to keep track of the certificates generated and also can monitor the resellers.

In addition to the above features, our team also made sure that the application was built with the latest technologies to ensure that it was secure, scalable, and easily maintainable. We also provided our clients with detailed documentation and training materials to ensure that they were able to effectively manage and maintain the application.

Results:

The custom web application developed by our team has had a significant impact on the efficiency and accuracy of the certificate generation process. The automation of data retrieval and certificate generation has reduced the potential for errors and delays, leading to increased satisfaction among subscribed clients. The user-friendly interface has also enhanced the overall user experience.

The client was able to manage all the subscribers and also can generate reports of insurance certificates generated. This helped the client to keep track of the certificates generated and also can monitor the clients who are subscribed.

Conclusion:

In conclusion, our team successfully delivered a custom web application that addressed the challenges faced by our client and their resellers. By streamlining the process of generating and retrieving insurance certificates, we have helped our client improve efficiency, accuracy, and user experience. The client was provided with detailed documentation and training materials to ensure that they were able to effectively manage and maintain the application. Our team is proud to have been a part of this project and looks forward to working with our client in the future.

Tools & Technologies

  • React
  • NodeJS
  • ExpressJS
  • Airtable
  • Firebase
  • SendGrid
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