Policy Proof - Insurance CRM

The Challenge

PolicyProof wanted to simplify the struggles of insurance verification for agencies.

Reduce repetitive and time-consuming tasks

Improve accuracy to build client trust

Provide real-time updates to keep everyone informed

However, their efforts were held back by issues.

Manual submissions take too much time.
Missed deadlines create chaos.
Poor communication, leaving stakeholders uninformed.

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These problems weren’t just frustrating; they were costly. Errors, delays, and compliance risks led to unhappy clients and strained operations.

PolicyProof had clear goals

Reduce repetitive and time-consuming tasks.
Improve accuracy to build client trust.
Provide real-time updates to keep everyone informed.

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With these priorities in mind, they set out to create a solution that would focus, inspire confidence, and improve efficiency in their work.

They needed a partner to make their vision a reality, and that’s where we stepped in.

The Idea

PolicyProof set out to simplify the messy insurance verification process. They envisioned a practical, user-friendly platform that benefited agencies, clients, and lenders.

The plan was to replace outdated tasks with a way that worked smarter.

Goals

Automate notifications to keep everyone updated.
Offer a clean interface that’s easy to use for all.
Centralize important educational content for anytime access.
Add tracking and reporting tools with clear dashboard metrics.

Features

Issue management dashboard to tackle problems quickly.
User and agency management for profiles and payments.
Mortgage clause management to simplify the process.
Audit trails for transparency and compliance tracking.

PolicyProof’s standout features included multi-agency support with branding tools, approval processes with visual progress tracking, and a standardized system to eliminate errors.

The Solution

Through a clear, focused process, we turned PolicyProof’s idea into a practical tool. The platform was built efficiently and adjusted along the way using Bubble technology and agile project management.

Our Process

Milestones

Landing page to attract users (1-3 weeks).
Verification form to simplify lender submissions (2-3 weeks).
Ticket management dashboard for smooth agency requests (2 weeks).
User management, notifications, and subscriptions to organize operations (3 weeks).
Admin panel for agencies to monitor activities (1 week).

Integrations

Connections with Make and Zapier ensured agencies received real-time updates through their preferred tools, reducing response times and improving workflow completion.