InsureBox CRM

A complete policy & KYC management engine — built from scratch to production.

A fully functional Insurance CRM built exclusively for Aggarwal Associates — manage client records, track policies end-to-end, store & verify KYC documents via Backblaze B2, monitor agent performance, get automated renewal reminders via email, and handle endorsements. Role-based access with Admin panel, real-time dashboard analytics, and secure document management.

Private client

Full-Stack / CRM / Fintech