Custom CRM for Insurance Brokers

Description

Full CRM developed from scratch for insurance brokers featuring automatic statement processing, email automation, document management (GED), KPIs dashboard, financial tracking, intelligent alerts, chatbot, and MCP server for natural language interaction with the CRM.

Role and Duration

Team of 1 people, on the project as Lead Developer, Fullstack Developer, DevOps

6 months of work.

The key challenges faced were:

The key challenges faced were: Building a comprehensive CRM from the ground up, implementing intelligent automation for document processing, creating a natural language interface via MCP server, and ensuring scalability for enterprise use.

Custom CRM for Insurance Brokers

Description

Role and Duration

The key challenges faced were:

Technologies Used