BimaSaarthi
More than a CRM — an opportunity engine.
A complete management system for a professional LIC insurance agent handling 500–1,000 active policies in Andhra Pradesh — a Django + HTMX web dashboard, an offline-first Flutter app for Android and Web, MongoDB and WhatsApp Cloud API automation. The agent needed to track premium due dates, spot the right cross-sell at the right moment, and reach clients where they actually read messages.
Policies tracked
Feature modules
Tests passing
Mobile sync
Encrypted client & policy vault
AES-256-GCM field encryption on sensitive data, OTP + JWT login with device binding, and role-based access for admin, helper and viewer.
Automatic lead generation
Pure, unit-tested logic surfaces maturity-reinvestment leads, cross-sell matches, birthday urgency and referral pipelines — without manual review.
WhatsApp-native follow-ups
Premium due reminders, birthday and anniversary wishes, and a daily digest, all delivered through the WhatsApp Cloud API.
Everything shipped, module by module.
Multi-provider AI assistant
- Gemini → NVIDIA NIM → OpenRouter → Grok
- Plan & premium explainers
- Chat-based Q&A on a client’s policies
Premium calculator & adviser
- Plan comparison
- HNI (>₹2L premium) auto-tagging
- Maturity-date projections
Offline-first Flutter app
- Android + Web targets
- Local-first sync on reconnect
- Secure encrypted token storage
LIC portal data import
- Native Merchant Portal format
- Excel + PDF register parsing
- Bulk client & policy onboarding
Travel & commission tracking
- Trip & mileage logging
- Commission ledger
- Follow-up & lead register
Reminder & backup automation
- Due-date reminders & daily digest
- Automated backups + restore
- Birthday / anniversary wishes
The stack behind it.
Policies managed (single-agent book)
Automated tests (115 backend + 11 Flutter)
Feature modules
Platforms (web + mobile)