A comprehensive CRM system for insurance policy management, designed by the Bashoma expert team for Arman Insurance Company. The system includes management of 40+ insurance types, automatic parsing of insurance company …
A comprehensive CRM system for insurance policy management, designed by the Bashoma expert team for Arman Insurance Company. The system includes management of 40+ insurance types, automatic parsing of insurance company Excel files, intelligent hierarchical commission calculation, installment and payment management, guarantor and document system, and advanced financial reporting.
Challenges, solutions, outcomes, technical highlights, architecture, and project scale.
Managing 40+ insurance types with different data structures, automatic parsing of insurance company Excel files with inconsistent formats, hierarchical commission calculation between agent, sales manager and admin, multi-step installment and payment management, and SMS integration.
Flexible data model design for each insurance type, using Pandas and OpenPyXL for smart Excel parsing, implementing hierarchical commission calculation algorithm with multi-level management support, Guarantor system for managing guarantors, and dedicated API for SMS.
85% reduction in insurance Excel processing time, managing over 1000 policies per month, accurate commission calculation in less than 1 second, and managing 500+ active users in the sales hierarchy.
Django MVT architecture with 6 independent applications, OTP authentication via SMS, smart Excel parsing with Pandas, hierarchical commission calculation, automatic and manual installment system, document and check management, and financial reports with ApexCharts.
Django MVT architecture with 6 applications: Account (user and hierarchy management), Bimename (policy management), Financial, Sales_Staff, Managers, and Site_Profile (public site).
8 main database models, 50+ views, 30+ templates, 40+ insurance types, and over 20,000 lines of code.
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