Case study - Insure Me - Insurance

From PDF policy
to renewal SMS, automatically.

An operator panel for insurance brokers. Policies upload, fields get extracted, an operator confirms, Google Sheets stays in sync, and Mobica sends the renewal reminder.

Made for daily office work.

Insure Me admin panel overview

The problem

Insurance runs on PDFs and deadlines.

Every new policy means typing the same fields into a spreadsheet: policy number, client, car, dates and premium. Every policy that is about to expire means somebody has to notice, find the phone number, and send the reminder before it lapses.

What we built

Intake. Review. Sync. Remind. One panel.

The operator uploads a PDF. The system extracts the fields and shows them for confirmation. Once saved, the record syncs to Google Sheets. When the renewal window opens, Mobica sends the SMS, or Viber with SMS fallback, from a secured cron endpoint.

Next.js PDF extraction Google Sheets CSV fallback Mobica SMS Viber API Cron dispatch
Insure Me reminder dispatch dashboard

Daily workflow

Load, check, save, sync, send.

  1. Open PDF intake. Upload the policy.
  2. Review the extracted fields. Correct anything the PDF hid from the extractor.
  3. Pick the reminder channel: sms, viber, or none.
  4. Save. The record appears in the dashboard priority queue.
  5. Press Synchronize Sheets. The row lands in Google Sheets.
  6. When ready, press Send reminders. Or let the cron endpoint run automatically.

The dashboard

Priority first. Admin second.

The front page answers the questions the broker actually has in the morning.

What's due. What's missing. What's blocked.

Active policies, renewals due in 30 days, records ready to send now, missing phone numbers, missing templates, and the review queue, all on one screen, sorted by what to fix first.

  • Priority counts and signals at a glance.
  • Archive, restore and delete from the row itself.
  • Compact mode for quick triage from a laptop.
Compact Insure Me dashboard view

Results

What changed.

~95%
of policy fields filled by extraction, not typing
0 missed
renewals since the cron endpoint went live
SMS + Viber
delivery via Mobica, with SMS fallback built in

Previous case study

Bronco: orders, inbox and invoices, one desk.

Read it