AgentPro
Insurance CRM built to automate agency operations
About Project
AgentPro is an insurance CRM built to automate agency operations. It is designed for insurance agents to manage leads, policies, and client communication in a centralized system.
Frontend:
React, TypeScript, Redux Toolkit, Tailwind CSS, React Hook Form
Backend:
Node.js, Express.js
Database:
PostgreSQL
Caching & Queues:
Redis, BullMQ (Background Jobs)
Document Management:
Multer (File Uploads), Cloudinary (Document Storage)
Authentication & Security:
JWT, Role-Based Access Control (RBAC)
Communication:
Email (SMTP), Twilio (SMS/Notifications)
Scheduling & Calendar:
Google Calendar API
Integrations:
CRM APIs, Webhooks
Cloud:
AWS (EC2, S3, Lambda)
Client Requirements
The client needed a CRM that could reduce administrative overhead and give insurance professionals one place to manage operational work. The platform had to support both sales and service workflows.
Key Challenges
Insurance workflows involve repetitive follow-ups, documentation, scheduling, and communication, all of which can become fragmented quickly. The challenge was to organize these tasks without making the platform heavy or difficult to use.
Our Approach
We structured the CRM around lead management, policy handling, document workflows, scheduling, communication, and reporting. This created a more complete agency operating environment rather than just a contact database.
Use Cases
AgentPro is well suited for insurance agents and brokers managing leads, clients, policies, follow-ups, and daily agency operations.
Features
End-to-end CRM platform for insurance agents and brokers
AgentPro is a comprehensive CRM system designed specifically for insurance professionals to manage leads, clients, policies, and communication workflows in a centralized environment. It streamlines agency operations by automating repetitive tasks such as follow-ups, document handling, scheduling, and client communication.
Agency CRM
Centralizes all client, lead, and policy data, making it easy to manage and track interactions throughout the customer lifecycle.
Acord form support
Automates insurance form handling by pre-filling data and reducing manual entry errors.
Automated communication
Sends timely follow-ups, reminders, and notifications via email, SMS, and other channels without manual effort.
E-sign workflow
Enables digital document signing, reducing turnaround time and simplifying paperwork processes.
Live calendar booking
Allows clients to schedule appointments based on real-time availability, improving convenience and efficiency.
Reporting dashboard
Provides insights into sales performance, client activity, and operational metrics for better decision-making.
