If you want to go through the loom instead of reading this long document, here it is:

This project involves developing fully custom large-scale software for an insurance agency in the United States. The software is currently being deployed in the client's agency.

INC Insurance Services is a cohesive team of licensed agents, each specializing in specific products, working together to provide tailored solutions. With deep expertise across diverse insurance offerings, agents ensure clients receive informed recommendations that align perfectly with their needs, delivering the best options in the ever-changing insurance market.

Before developing this custom Web Application for my client, I had a couple of meetings with the main stakeholders to ensure that I set up a system that would cause the minimum rework and conflicts during development. I also recorded the client's requirements properly before every iteration.

I can break down the client's goals with this software as follows:

✧ Interactive Dashboard: The client wanted an interactive dashboard that shows all the important stats to give the user important insights. I developed this dashboard using charts graphs and tables that highlight all the important data for the user to look at

✧ Lead Management: It is essential for a CRM to have a thorough platform to manage leads, whether that be adding or deleting leads or contacting them and sending them emails, assigning them managers, and all relevant functionality.

✧ Lead Orders: The client wanted the software to be equipped with the functionality that allows someone who has signed up to be able to buy a certain amount of leads, The balance is added to their account through a secure payment gateway which then can be used to place orders for leads.

✧ Calendar Integration: The client also wanted to have a calendar integrated into the platform where everything can be scheduled and all users or the members of the team would be able to see these events and be able to create new events.

✧ Lead Campaigns (Email): A rather technically complex part of implementing this software was implementing campaigns that would allow the users to contact the leads. Templates are provided for different common occasions. The user can also compose a custom email within the software to send to the leads. There is an option to input the number of days that the campaign would run.

These features of the system are generally very broad and there are countless features that were implemented to make the software run the operations of a company which would feel redundant to be all mentioned here.

Like a professional, before any work started I first made sure everything would go perfectly smoothly once development had started. Here are some steps I took before development to ensure everything will run smoothly:

✧ Project Management Software: I configured a project management software that would greatly help the client track the process of the development and at the same time streamline the process of development to avoid any delays.

✧ DevOps Set Up: I made sure to thoroughly set up the DevOps for the web application before any real development so the application can be deployed smoothly within a couple of minutes once development is done so the client can see live results as well. This greatly helped with productivity as the client had to just look at the link to see the live results rather than recording a video to update the client with the progress every time.

✧ Documentation: It is very important to make sure everything has been documented in terms of requirements and agreement as work starts. It is also essential to keep documentation running as development goes on.

Once a sturdy and sustainable base had been set up, development was streamlined and everything was already planned for. Over a couple of months, I made software that I cheer the most in my career yet.

Due to our great understanding and exceptional results, we are discussing valuable additions to the software that would take this software on a much larger scale.

✧ Ability for Other Agencies to Register: The first feature that will soon be incorporated due to its great success in-house is the ability for other agencies to register and brand the software according to their needs. This also means restructuring the backend infrastructure which is convenient thanks to the sustainable infrastructure I have crafted.

✧ Email Validation: Another feature that is currently under development and partially deployed is email validation. This feature uses third-party software to validate the email of all the leads and their links to the relevant companies. It also shows the status of that email to ensure no emails are sent in vain.

✧ Third-party Marketing Integration: One feature that will greatly improve the software is the integration of third-party marketing software like Meta and Benepath to directly get the lead details from all the marketing campaigns run there in the application. This feature is also currently under development and soon be available. The user just has to add a key to their profile to benefit from this feature.