Insurance / CRM
Multicotizador CRM - A complete CRM for insurance brokers
Category
Insurance / CRM
Status
Production
Main stack
Next.js
Technologies
5 techs
About the project
The broker's CRM behind Multicotizador Seguros: the active client portfolio by insurer and two-month period (new, retained and lapsed), what was collected and the commissions, the portal's funnel (visits, quotes, issued policies and revenue) and who requests quotes by age, gender and province, all cross-checked with the portal's quotes.
Key features
What we built
Active client portfolio by insurer and period
New, retained and lapsed policies
Collections and commissions
Funnel: visits, quotes, issued policies and revenue
Who requests quotes: age, gender and province
Role-based access for the owner and the team
Stack used
Next.jsReactPostgreSQLSupabaseTailwind CSS
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