# End-to-End CRM for Life, Health & Medicare

- **Industry:** Insurance & Financial Services
- **Status:** Delivered
- **Key Metric:** 100% workflow digitized
- **Tech Stack:** React, Node.js, PostgreSQL, REST APIs, Calendar Integration

## Summary

Replaced scattered spreadsheets with a unified system managing the entire lead-to-commission lifecycle.

## Challenge

An independent insurance broker was managing leads, clients, policies, renewals, appointments, and commissions across disconnected spreadsheets and manual processes - losing time and missing opportunities.

## Approach

Designed and built a complete CRM system from scratch covering lead capture, client/household management, policy tracking across Life/Health/Medicare lines, pipeline management, scheduling with calendar integration, automated renewals engine, and commissions tracking.

## Outcome

Delivered a fully unified workflow replacing every manual process. The broker now operates from a single system with automated renewals, comprehensive reporting, and full audit controls.