Need Analysis Platform
Role: Full Stack Developer (Backend & APIs)
A data-driven insurance recommendation platform designed to analyze customer needs, optimize sales workflows, and improve policy conversion rates.
Problem
Insurance agents struggled to accurately analyze customer needs and recommend suitable policies, leading to low conversion rates and inefficient manual processes.
Solution
Developed an intelligent platform that collects customer data, analyzes requirements, and generates optimized insurance recommendations through automated workflows.
Architecture
- API-driven backend using MEAN architecture
- Customer profiling and data analysis engine
- Hybrid database structure (MongoDB + MySQL)
- Sales workflow automation system
My Contribution
- Built customer profiling and data collection modules
- Developed recommendation logic for insurance policies
- Designed backend APIs for data processing
- Integrated sales workflow automation
- Optimized database queries for performance
Challenges
- Ensuring accurate customer data analysis
- Handling large datasets efficiently
- Balancing performance with real-time processing
Impact
- Improved insurance sales conversion rates
- Reduced manual effort in policy recommendation
- Enabled data-driven decision making
- Streamlined agent workflows
Tech Stack
MongoDB
MySQL
Angular
Node.js
Express.js
APIs