Projects

Case study

Zagala — Vehicle check and MTPL cancellation

Agencja Ubezpieczeniowa Łukasz Zagałazagala.info

Laravel
CRM
Insurance
Integrations
PDF
B2B

Laravel CRM — for MTPL, agents jumped between UFG, vehicle history and a cancellation PDF tool. One admin form: parallel lookups plus prefill and MTPL cancellation PDF.

Vehicle check form UFG + history — Zagala

Context

Ongoing work on Zagala — Insurance CRM. When issuing or verifying MTPL, agents still opened UFG and the government vehicle-history service separately and retyped plate, VIN and dates. The panel needed one place that pulls both sources — and then lets them issue an MTPL cancellation without retyping everything into an external generator.

Period: September 2026

Scope

  • Vehicle check in admin — one form (plate, VIN, first-registration date, MTPL date) and one run: vehicle history and UFG in parallel.
  • Vehicle history — vehicle and timeline data; summary includes MTPL validity, inspection validity and last odometer reading with date.
  • UFG MTPL — server-side policy lookup; clear messages when the source rate-limits access or requires extra verification.
  • MTPL cancellation generator — “Generate cancellation” checkbox; form wired to the vehicle check, PDF from ready templates (no building PDFs locally from scratch).
  • Prefill from UFG / history — plate, VIN, make/model, policy number, MTPL expiry; mapping insurer names to generator options.
  • UX — live uppercase for plate and VIN; each new check refreshes vehicle/policy fields in the cancellation form; owner details and article choice stay manual.
  • Tests — Feature coverage for lookup endpoints, validation and insurer mapping.

Result

  • MTPL and vehicle-history checks run from the panel — no manual copy-paste between UFG and gov.pl.
  • The same flow can generate an MTPL cancellation letter, with fields already filled from external sources.
  • Agents get a readable summary or a concrete message when the external service does not return a result.