End-to-End CRM for Life, Health & Medicare
Replaced scattered spreadsheets with a unified system managing the entire lead-to-commission lifecycle.
workflow digitized
!The Challenge
An independent insurance broker was managing leads, clients, policies, renewals, appointments, and commissions across disconnected spreadsheets and manual processes - losing time and missing opportunities.
→The Approach
Designed and built a complete CRM system from scratch covering lead capture, client/household management, policy tracking across Life/Health/Medicare lines, pipeline management, scheduling with calendar integration, automated renewals engine, and commissions tracking.
✓The Outcome
Delivered a fully unified workflow replacing every manual process. The broker now operates from a single system with automated renewals, comprehensive reporting, and full audit controls.