Project Overview
Developed a comprehensive customer intake and API integration system for a vehicle warranty and roadside assistance insurer. The system automates policy creation and interfaces directly with a remote underwriting database.
Built with
WordPress, Gravity Forms, Advanced Custom Fields, REST API, Action Scheduler.
Key features
- Dynamic Premium Intake Forms: Interactive quote engines that validate mileage, model years, and bank details on the fly.
- Multi-Tier Product Configurations: Tailored modules for handling distinct policy classes, including standard mechanical warranties, dent-and-scratch cover, and tyre-and-rim protection.
- Asynchronous API Sync: Employs robust background tasks to securely sync customer records and policy details to the central underwriting CRM.
- Custom Debit & Policy Setup: Allows users to select their direct debit date and policy start date, aligning payment schedules with client paydays.