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Mortgage module
FAST systems

Convenient, automated service for insurance agencies

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About the project

We have created a system that provides the most convenient, mutual cooperation between insurance agencies and insurance companies and provides the end user with a simple and quick way to get an insurance service that meets his conditions.

Project in numbers
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Development time 1,000 hours
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Project's budget $ 15,384
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Year of development 2021 year
Objective of the project

Create a platform to provide a convenient and automated service for insurance agencies. The platform creates a bridge between insurance companies and insurance agents, through a number of complex integrations with insurance companies, banks, and the customer's system.

Benefits of the project
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Increasing the efficiency of the financial and insurance services department

Using our system, agents will be able to process customer requests 10 times faster, generate a commercial offer, automatically renew policies.

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Opportunity to increase revenue by 30%

Using the system, you can sell CASCO, OSAGO, GAP, life insurance and other products at the same time. Choose product providers among 10+ insurance companies and 5+ service providers.

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Increasing the level of customer loyalty

The function of reminding users of the upcoming prolongation, the formation of a single calculation for the new offer and sending information directly to the mail or SMS is available.

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Expand sales channels

Add calculation and design of financial products to a website, mobile application or integrate a DMS system.

Sequence of methods execution
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We have been fortunate to work with companies such as
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Learn more about some system features
All clients are fictitious and any resemblance to real or ever living people is coincidental.

The user is given the opportunity to save the calculation for one or more insurance companies, as well as form a commercial offer for the client

Maintenance of insurance contracts

Maintenance of mortgage insurance contracts The "Mortgage" module is designed to work with already concluded mortgage insurance contracts.

The following transactions with mortgage insurance contracts are available:
  • Extension of an existing contract
  • Cancellation
  • Create a new contract based on an existing one
  • Editing saved contracts
  • Viewing a previously concluded contract and printing payment documents
  • Attaching scanned documents to contracts
Administration

The Administration block in the Mortgage Module has the ability to customize the operation of the system modules in accordance with the usual processes within the company.

This block contains the following options:
  • user management
  • Separation of roles and access rights
  • Sending notifications to all users, as well as selected ones, with the ability to specify the type of notification
  • Convenient management of new agents
Project architecture
Structural scheme
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Calculation creation - Quote
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Creation of calculation - Contract
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Create calculation - Calculation
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Prototypes

With the help of a prototype, we can help the user navigate the Internet space, guide him to the target action and respond to his request. In the process of creating a sitemap, the designer needs to decide where the main elements of the site will be located. Below are black and white sketches of the project.

Login Screen
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User Profile Screen
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Screen Calculations. Selected Calculation 1
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Screen Calculations. Selected Calculation 2
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Screen Calculations. Selected Calculation 3
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Screen Calculations
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Screen Agents
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Screen Calculations
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Screen Agents. Filter
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Screen Calculations. Search
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Screen Application
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Create New Agent Screen
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Create new company screen
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Screen Calculations. Notifications
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Screen Send notifications 1
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Screen Send notifications 2
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Screen Home
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Application Selection Screen
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Final project design

Design is a set of graphic elements, fonts and colors implemented on the site

The main task of website design is to unite all information blocks and form a pleasant impression for the visitor. In fact, the design sets the general style of your site, helps the visitor to understand at a glance what awaits him here. A well-designed design is one of the most important factors in determining the traffic to your web page.

Login Screen
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User Profile Screen
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Screen Calculations
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Screen Contracts
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Screen Setting. Sending notifications
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Screen Directories. Agents
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Screen Directories. Users
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Screen Directories. Creating a new user
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Screen Directories. Creating a new agent
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Screen Calculations. Selected Calculation 1
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Screen Calculations. Selected Calculation 2
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–≠Screen Calculations. Selected Calculation 3
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Contracts screen. Filter
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Fonts & colors
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Aa Montserrat

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Programs and technologies
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Development Team
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Goryachev Maxim
Project manager
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Andrey Radyshevsky
Team lead, JS programmer
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Andrey Chvyl
Backend developer
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Mikhail Malukhin
Backend developer
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Nikolai Tyurin
Frontend developer
To efficiently and quickly cope with our tasks, we use the service Crocoapps

In the conditions of dynamic development, any company needs to make decisions as quickly as possible. A modern, powerful and functional CRM - crocoapps.com helps with this. Our studio switched to this service because it allows you to optimize work processes and, as a result, improve the quality of services provided.

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Customer feedback

Thanks to the Crocoapps team for adding a module with a very complex architecture to our system. The collaboration was pleasant and productive. The company's specialists have thought out and competently implemented a system for working with databases and contracts of various partners. Special attention is paid to security issues. With the new module, we are confident that we provide customers with the best service.

CEO Orekhov Dmitry Pavlovich
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