Insurance Agency Task CRM System
Streamlined and Secure Task Management Platform for Modern Insurance Agencies
Overview
The Online System Development for Tracking Insurance Agency Tasks platform is a comprehensive solution designed to simplify insurance agency workflows. It provides efficient account management, automated document generation, real-time updates, and seamless collaboration, all with secure authentication and role-based permissions.
Key Features
- •Secure Login with JWT and Role-Based Access (Admin, Supervisor, User)
- •Automated PDF Document Generation using dynamic forms and pre-designed templates
- •Real-Time Updates with Socket.IO for instant data synchronization
- •Advanced Search Filters by date, status, and task order
- •Batch Operations for managing multiple files and attachments simultaneously
- •End-of-Day Reporting for task tracking and productivity summaries
- •Integrated Notifications via in-app alerts and email
- •Commenting System for centralized communication
- •Customizable Dynamic Forms for diverse workflows
- •Instant Downloadable Documents after PDF generation
Challenges
- •Implementing dynamic forms and automated PDF generation
- •Ensuring real-time updates across multiple users
- •Role-based access control with multiple user hierarchies
- •Handling batch operations efficiently
- •Maintaining system scalability and performance
Solutions
- •Integrated Socket.IO for real-time updates across the platform
- •Developed a secure JWT authentication system with role-based permissions
- •Automated document workflow with PDF-Lib and pre-designed templates
- •Advanced search and filtering for quick data retrieval
- •Batch operations implemented for attachments and files
- •Notifications and commenting system integrated for better collaboration
React
Redux Toolkit
TailwindCSS
Node.js
Express.js
MongoDB
Socket.IO