Work
Problems I've solved inside insurance and financial services organizations, and what I built to solve them. The organizations stay anonymous. The problems and the builds are real, and every one of them is running today.
- Taking commissions out of the spreadsheet Moving commission splits, team pay rules, caps, and payouts from a hand-maintained workbook into Zoho CRM, reconciled to the penny.
- An agent portal that answers "where's my case?" Giving external agents a login where they see their own pipeline, underwriting stage, and premium without emailing the office.
- Moving an advisory firm off Redtail without losing its history Migrating households, clients, accounts, notes, and tasks from Redtail into Zoho CRM, with every record linked and every note attributed.
- Two regulated businesses, one CRM, no crossed wires A permission structure that lets an insurance business and an advisory firm share one Zoho CRM while keeping each side's records separated.
- Client documents that live on the client record A file browser built into Zoho CRM, backed by WorkDrive, so every client's documents are one click from their record.
- Backups a compliance officer can point to Nightly exports of every active Zoho CRM module into dated folders, with a report and automatic cleanup.
- Meetings that end up on the right client record Call recordings, transcripts, and action items matched to the right CRM record, with notes and tasks created automatically.
- Who reports to whom, in one click A collapsible upline and downline tree on every agent record in Zoho CRM.
- Catching license and contracting problems before the case Automatic checks of an agent's state license and carrier contracting, with flags and alerts before a case moves forward.