Context
From a PDF micro-generator (mpdf) to a full CRM for an insurance agency. Scattered spreadsheets and manual forms caused errors and client loss when short-term policies expired.
Period: July 2022 (form) → August 2025 (CRM) — ongoing
Scope
- Dashboard — sales, statuses and active-policy metrics.
- Policies and clients — records (statuses, amounts, locations, arrears), filtering and sorting.
- Reminders — alerts for expiring short-term policies.
- PDF generator (mpdf) — insurance forms built from user-entered data.
- School offers and notes — offer CRUD plus internal notes/calculations for staff.
Approach & tools
Iterative delivery with the client; AI-assisted engineering cut feature build time by more than 50%.
Result
- The agency works in one panel instead of scattered spreadsheets; PDFs come from data, not copy-paste.
- Laravel insurance CRM — policies, dashboard, expiry reminders, mpdf, school-offer CRUD.