Insurance brokerage — Insurance Brokerage: From Spreadsheets to a Next.js Core

The challenge

Policies, commissions, claims and invoicing lived in Google spreadsheets, with automations in Make and Apps Script, alongside a Laravel 8 portal that was barely used.

The solution

We built an insurance core on Next.js 16, React 19, Prisma 7 and PostgreSQL 18: 100 data models, 57 migrations, 27 modules and 141 permissions across 6 roles. Ecuador's SRI electronic receipts are matched automatically with invoices and commission settlements, Gmail inboxes are read with minimal permissions, and notices to policyholders go out via WhatsApp. A 58-point quality and security audit has 56 items closed, and the cutover from the spreadsheets has its own script and a read-only verifier.

Technologies used

• Next.js
• React
• PostgreSQL
• Prisma
• SRI Ecuador
• WhatsApp

Results

• 100 Data models — Previously spreadsheets
• 141 Permissions — Across 6 roles
• 56 Findings closed — From a 58-point audit