01
Capability pattern
InsureTrack: policy expiry and follow-up management
- Problem
- Agents tracked hundreds of policies in spreadsheets. Renewals slipped, follow-ups lived in memory, and bulk data arrived as messy Excel files with duplicates and missing phone numbers.
- Approach
- One system for customers, policies and follow-ups. Expiries are ranked Critical to Low by days left, follow-ups carry a timeline and history, and an Excel import maps columns, validates rows and flags duplicates. A data-quality view lists records missing critical fields.
- Impact
- Every policy in one searchable book, renewals worked from a priority list instead of a calendar, and imports that clean the data on the way in.
- Priority-ranked expiry alerts
- Excel import with validation
- Follow-up timelines
- Insurance
- Product Engineering
Stack
- Next.js
- TypeScript
- ASP.NET Core
- SQL Server
- Clean Architecture