EnterpriseInsurance
Ontario Car Insurance CRM
Insurance quote flow & brokerage CRM
7Sisters Tech built a custom insurance lead management platform and CRM for an Ontario brokerage with guided quotes, lead assignment and commission tracking.
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Overview
A guided auto and home quote flow (VIN decode, licence upload) with a role-based CRM for lead assignment, carrier matching, renewals and commission tracking for an Ontario brokerage.
Automates lead routing and renewals so brokers close more policies with less admin.
Tech Stack
ReactNode.jsPostgreSQLAWS
Key Features
- Guided auto & home quotes
- VIN decode & licence upload
- Role-based CRM
- Lead assignment & carrier matching
- Renewals & follow-ups
- Commission tracking
Results & Impact
- Live with an Ontario brokerage
- Faster quote-to-policy handling
- Commissions and renewals visible in one dashboard
Related Projects
- ClaimKar Admin — Insurance claim administration dashboard
- Greenchair Accounting & Tax — Canadian accounting website with lead CRM