Case Study – Business-Critical Operations Platform
Lead & Title Management System
A secure business application built for Coronet Insurance Agency, LLC to manage title-order imports, insurance leads, quote queues, property inspections, policy binding, quality control, reporting, and operational documentation in one workflow-driven system.
Problem
The business needed to move daily title-order files, lead follow-ups, inspection decisions, policy binding, and QC checks out of manual spreadsheets and scattered handoffs.
Solution
I built a secure line-of-business web app with automated import processing, role-aware workflows, synchronized records, validation rules, dashboards, reports, and audit history.
My Role
I handled the end-to-end architecture and implementation: data model, backend workflows, UI behavior, authentication, reporting, documentation, and test coverage.
What The System Does
Workflow Automation
Imports Excel title-order files, removes empty escrow records, deduplicates transactions, parses buyer names, filters opt-outs and hit-list matches, and moves valid records through imported, open, pending, and completed order states.
Lead & Quote Management
Tracks client profiles, quote queues, stale proposals, pending follow-ups, policy types, agents, lead statuses, proposal dates, and quote lifecycle transitions.
Inspection & Binding Rules
Uses property age, four-point inspections, wind mitigation, roof data, restricted risk factors, canine breed checks, and property-use rules to determine whether a policy can move forward.
Quality Control
Creates binder logs when a policy is bound, generates year-based sequential binder numbers, tracks failed QC and resubmissions, and locks verified policies for non-admin users.
Reporting & Operations
Provides binder and quote reporting, export flows, dashboard support, audit history, health checks, and embedded user documentation for training and support.
Security & Auditability
Uses role management, secure sign-in, audit trail, and role-aware behavior for operational control.
Business Logic Highlights
Quote Status Automation
Lead status is updated from property details and inspection results, including specs required, inspections required, ready to quote, proposal sent, bound, cancelled, stale, and failed inspection states.
Policy Binding Guardrails
Binding checks combine client risk review and property inspection data before allowing a policy to become official, helping prevent high-risk or incomplete files from slipping through.
Binder Number Generation
Binder numbers are generated in a YY-00001 pattern with a year-based sequence so bound policies receive a clean, unique operational identifier.
Event-Driven Synchronization
Domain and integration events keep client reviews, property inspections, quote queues, binder logs, QC trackers, and reporting projections synchronized.
Architecture & Engineering
The application is organized around modular business workflows rather than generic data-entry screens. It combines a role-aware staff interface, structured persistence design, reliable background processing, reporting projections, and focused automated tests for the highest-risk rules.
What This Shows I Can Build
Real Business Workflows
I can turn messy operational processes into reliable software that mirrors how a business actually works.
Full-Stack Delivery
I can build the data model, backend rules, UI, authentication, reporting, tests, and user documentation needed for production use.
Risk-Aware Systems
I can encode business rules, audit changes, enforce permissions, and design guardrails around important decisions.
Maintainable Architecture
I can structure a growing application with modules, events, services, repositories, tests, and documentation so it can keep evolving.