Insurance Premium Management App
Replaced a patchwork of WhatsApp groups, spreadsheets and manual tracking with one agent- and customer-facing app serving 10,000+ users.
- Industry
- Insurtech / Financial services
- Market
- India
- Services
- Mobile application (agent + customer)
- Duration
- 6 months to production
- Engagement
- Project
01 The Situation
An insurance premium business ran on WhatsApp groups, Excel and manual policy tracking. Agents couldn't monitor renewals, customers had no self-service, and the business had no view of its own pipeline - renewals slipped through every week.
02 The Approach
Operations mapping
Two weeks mapping every workflow before writing code, which uncovered 12 manual processes that could be removed entirely.
Architecture for scale
A mobile-first design covering the full policy lifecycle, built for 10,000+ users from day one.
Two interfaces, one platform
Agents get policy management, renewal tracking and commission dashboards; customers get documents, premium history and renewal reminders.
Phased rollout
Deployment across the agent network with training, documentation and a migration path off spreadsheets.
03 The Results
- Users active on the platform
- 10K+
- From zero to production
- 6 months
- Policy lifecycle digitised
- 100%
Missed renewals dropped to near zero once automated reminders went live, and the team that tracked them by hand moved to growth work.
04 Stack & Tools
- React Native
- Node.js
- PostgreSQL
- AWS
- Firebase push notifications
Client name withheld for privacy.
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