Policy Proof

Get in touch

No items found.

The Solution

Wireframes

Design

Miro User Flow

Architecture

Development

Discovery & requirements gathering

Prototyping & wireframing

Technical planning

Development

Testing & QA

Deployment & handoff

Our Roles

Project Manager

Developer

QA

LINK

PolicyProof.io

The Challenge

About Project

Wireframes

Design

Miro User Flow

Architecture

Development

About

PolicyProof.io brings a transformative approach to insurance verification. By automating process, it significantly reduces manual labor, streamlines workflow, and boosts efficiency. Its CRM system and detailed metrics dashboard facilitate effective process tracking and management.

Defined Problem

To develop a comprehensive solution that not only automates insurance verification tasks but also enhances decision-making, customer retention, and overall productivity for insurance agencies.

SOFTWARE ARCHITECTURE

At the core of PolicyProof.io lies a CRM system, integrated with a metrics dashboard, Zapier, Make and various tools for efficient process management, including a self-service portal, real-time data retention, and automated tracking features.

CORE FEATURES

Metrics Dashboard; Ticketing System; Lenders Database; Time-saving Calculator; Blog; Branded Agency Page (White Label).

LINK

Policy Proof

PolicyProof.io is an advanced CRM designed to simplify and accelerate the insurance verification process, transforming it into an efficient, automated, and time-saving experience.