Insurance · Policy Operations
Insurance Management Platform - Toco Insurance
Toco's insurance operations depended on manual paperwork and follow-ups. We built a digital platform that carries a customer from quotation through administration, payment, and scheduled processing.
- Industry
- Insurance
- Platform
- .NET 6 + Angular 16
- Data
- SQL Server + PostgreSQL
The Challenge
Paperwork and follow-ups slowing insurance operations.
Manual processes made paperwork, quotations, payments, and internal customer assignment difficult to manage efficiently.
- Paperwork: managing insurance paperwork manually.
- Quotes & follow-ups: handling quotations and follow-ups efficiently.
- Payments: addressing payment-related issues.
- Customer assignment: managing internal assignment of customers.
What We Built
A digital insurance workflow from quote to transaction.
We built a digital insurance platform with a user-facing quotation journey, reliable backend services, administration, payments, and scheduled processing.
- Quotation experience: Angular-based interface for generating and progressing quotations.
- Backend operations: .NET Core Web APIs with SQL Server.
- Admin panel: customer queries, policy claims, and related administrative work.
- Real-time payments: Azure Functions and payment gateway integration.
- Background processing: Windows Services for scheduled tasks and performance.
Inside the Platform
One workspace for quotes, customers, and claims.
The platform brings quotation workflows, customer administration, payment processing, and operational tasks together in a digital insurance environment.
Technology
- .NET 6
- Web API
- Angular 16
- SQL Server
- PostgreSQL
- Background Jobs
- CRM integrations
- ERP integrations
- Mobile application
How it shipped
- Built on .NET 6 Web APIs with an Angular 16 quotation front end.
- SQL Server and PostgreSQL back the policy and customer data layer.
- Azure Functions and a payment gateway handle real-time payment processing.
- Windows Services and background jobs run scheduled processing off the request path.
- CRM and ERP integrations connect the platform to existing business systems.
Partner with us on your next project.
Have a complex product, workflow, or platform to build? Let’s turn the challenge into a scalable digital solution.