SipolCRM — Insurance Agency CRM
A corporate site and client management panel for insurance agencies
- İzole DB
- Per Agency
- 8+
- Modules
- Tek seferlik
- Pricing
Overview
Most products in the insurance software market keep every agency's data side by side in one database. That is a cheap architecture for the vendor; for the agency it means handing over all control of the client portfolio, policy details and staff records.
SipolCRM was built by inverting that choice. Every installation opens a dedicated Supabase project for the agency; ownership of the database, admin access and the backup policy stay with the agency. A full data export is available at any moment. Authorisation is enforced at the database level rather than in the interface layer — a record a staff member may not see is not reachable from anywhere in the application.
The second design decision was not to impose the panel as a fixed template. Quote stages, policy fields, the staff permission scheme and the reports are all configured to the agency's own workflow during setup.
The package also includes the SEO-friendly corporate website clients see. Quote requests from the site land directly on the panel's kanban board, so there is no gap between the website and daily operations. Pricing is a one-off setup fee — no subscription, no per-user charge.
Highlights
- A separate Supabase project per agency — no shared data pool
- Authorisation enforced in the database, not the interface
- Corporate website and admin panel in one package
- Quote requests from the site landing straight on the kanban board
- A one-off setup fee with no subscription or per-user charge
Objectives
- Keep the agency the owner of its own data
- Stop policy renewals from slipping through
- Close the gap between the website and daily operations
- Adapt the panel to the agency's workflow, not the other way round
Solution
- An isolated database and Row Level Security schema per installation
- Staged quote tracking on a drag-and-drop kanban board
- Full portfolio records with policy no, plate, tax id, premium and due date
- Policies nearing expiry dropping automatically into a renewal list
- Staff records, leave requests and letterheaded leave forms
- Bulk import and export via Excel
Approach
- 01Mapping real quote and policy flows in interviews with agencies
- 02Designing the per-installation isolation architecture
- 03Building the modules and trialling them in the field
- 04Combining the corporate site and panel into one package
Outcomes
- Agency data is no longer pooled with other agencies
- Automated renewal tracking cut the risk of missed due dates
- Quote requests flow uninterrupted from the website into operations
- A pricing model where cost does not grow with user count
Challenges
- The operational overhead of a new database per installation
- Quote stages differing widely between agencies
- Getting permission rules complete at the database level
Selected Work
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