Insurance SaaS
Insurance Lifecycle Platform
An NDA-protected insurance operations platform automating agent onboarding, OCR-based policy ingestion, reconciliation, and lifecycle management.
Overview
A confidential insurance operations SaaS platform built for an Amritsar-based insurance business. I led backend architecture and direct client communication while shipping a multi-panel system: agent panel for OCR/Gemini-based policy extraction, admin panel for child ID and MIS record management synced with Google Sheets, and a super-admin panel for analytics, reconciliation, and operational controls. The platform also includes automated email and WhatsApp notifications across policy workflows.
What we built
- Automated agent onboarding and management workflows
- OCR + Gemini policy ingestion pipeline
- Admin panel for child ID and MIS record management with Google Sheets sync
- Automated reconciliation engine to verify broker records against carrier lists
- Super-admin analytics dashboards and role-based operational controls
- Multi-channel communication layer with email and WhatsApp integrations
- End-to-end policy lifecycle automation from intake to servicing
Outcomes
Manual policy entry time
−90%Record comparison time
−95%Reconciliation throughput
500+ records in <3 secondsMore from the roastery
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