PolicyProof
Discover how NerdHeadz developed Policy Proof, a comprehensive CRM designed to automate insurance verification tasks for
Discover how NerdHeadz developed Policy Proof, a comprehensive CRM designed to automate insurance verification tasks for insurance agencies.
The Challenge
PolicyProof wanted to simplify the struggles of insurance verification for agencies.
However, their efforts were held back by issues.
- Manual submissions take too much time.
- Missed deadlines create chaos.
- Poor communication, leaving stakeholders uninformed.
These problems weren’t just frustrating; they were costly. Errors, delays, and compliance risks led to unhappy clients and strained operations.
PolicyProof had clear goals
- Reduce repetitive and time-consuming tasks.
- Improve accuracy to build client trust.
- Provide real-time updates to keep everyone informed.
With these priorities in mind, they set out to create a solution that would focus, inspire confidence, and improve efficiency in their work.
Building the Right Solution
PolicyProof set out to simplify the messy insurance verification process. They envisioned a practical, user-friendly platform that benefited agencies, clients, and lenders. Built with Bubble and powered by Anthropic Claude for AI-driven PDF extraction and policy analysis.
The plan was to replace outdated tasks with a way that worked smarter.
Goals
Automate notifications to keep everyone updated.
Offer a clean interface that’s easy to use for all.
Centralize important educational content for anytime access.
Add tracking and reporting tools with clear dashboard metrics.
PolicyProof’s standout features included multi-agency support with branding tools, approval processes with visual progress tracking, and a standardized system to eliminate errors.
The Solution
PolicyProof set out to simplify the messy insurance verification process. They envisioned a practical, user-friendly platform that benefited agencies, clients, and lenders.
How we built it
Milestones
Landing page to attract users (1-3 weeks). Verification form to simplify lender submissions (2-3 weeks). Ticket management dashboard for smooth agency requests (2 weeks). User management, notifications, and subscriptions to organize operations (3 weeks). Admin panel for agencies to monitor activities (1 week).
Integrations
Connections with Make and Zapier ensured agencies received real-time updates through their preferred tools, reducing response times and improving workflow completion.
Results
Insurance verification CRM deployed automating manual submission workflows
Make and Zapier integrations reducing response times with real-time updates
Multi-agency support with custom branding tools per agency
Approval tracking with visual progress dashboards
Centralized educational content and reporting tools operational
Our Roles
Wire-Framing & Design
Maria Kulkina
Custom Software Development
Anastasia Volkova
Launch & Ongoing Maintenance
Anastasia Volkova
Vadim Nikolaev
