Project Overview
Designed and developed a custom policy registration and subscription management bridge for an insurance and protection plan provider. The application transforms standard ecommerce workflows into an automated insurance enrollment pipeline.
Built with
WordPress, WooCommerce, WooCommerce Subscriptions, External API, CMB2 (Custom Metaboxes).
Key features
- Insurtech White-Labeling: Restructures default subscription components to align with insurance terminology, changing all user-facing elements to "Insurance Plans."
- Advanced Policyholder Intake: Collects customized risk data at checkout, including beneficiary info, insured item details, and car registration details.
- Direct Debit API Integration: Connects with secure payment processors to verify customer banking credentials and establish automated monthly debit orders.
- Customer Policy Portal: Adds a secure portal to the customer's dashboard where users can view active policies, update coverage details, and download formal policy certificates.
- Underwriting Product Controls: Enables administrators to define coverage rules, item limits, and custom risk modifiers directly on WooCommerce products.