The Challenge
A regional insurance provider was running policy administration, claims intake, and agent workflows on legacy systems. Processing times were slow, document handling was manual, and customers had no self-service portal.
Our Approach
We rebuilt Constatic as a modern web platform with role-based access for agents, underwriters, and policyholders. The architecture separates a Next.js frontend from a Node.js API layer, with MongoDB for flexible policy document storage.
Key Features
- End-to-end policy lifecycle: quote, bind, endorse, renew
- Claims workflow with document upload, status tracking, and adjuster assignment
- Agent portal with commission tracking and client pipeline views
- Customer self-service: policy documents, payment history, claim submission
- Automated PDF generation for policies and certificates
Results
Claims processing time dropped by 40% in the first quarter post-launch. Agents adopted the new portal at 95% within 30 days, and customer satisfaction scores for digital self-service rose sharply.
