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2026
2026
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Insurance CRM
Real-time CRM for an insurance consultancy
Tags
Next.js
Convex
Clerk
AWS
Cybersecurity
2026
A secure, real-time CRM built for an insurance consultancy that manages 1,000+ clients.
About This Project
A high-performance CRM built to handle complex insurance workflows. The architecture prioritizes data integrity and regulatory compliance, featuring advanced encryption for sensitive client data and automated policy lifecycle management.
Key Features
Advanced Policy Management (Life, Health, Supplementary)
Automated Regulatory Compliance Engine
Smart Client Notification System via Webhooks
Secure Data Import/Export with AES-256 validation
Task Management & Calendar Synchronization
AI-Driven Predictive Analytics (In-Development)
Tech Stack
Next.js
TypeScript
Convex (Real-time DB)
Clerk (Auth)
AWS S3
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