Auto & Insurance
Customer & partner portals your team can run
Aftermarket brands/installers and independent insurance teams in the U.S. & Canada. We keep your stack, add the missing pieces, and make results visible.
Fit
Automotive aftermarket networks & insurance brokerages/agencies
Dealer/installer ops, policy servicing, and partner workflows that need one picture.
US & Canada
Multi-location
Compliance-aware
Works with your stack
Industry realities (2025)
Intake, status, and renewals still start with a phone call
Catalog/claims/policy data split across platforms
Shops and advisors lack a shared, real-time queue
Endorsements, COIs, and invoices loop through email
Region-specific privacy and audit expectations (US/CA)
Where we help (areas)
- Aftermarket: parts → installer requests with photos/notes
- Aftermarket: job intake, status, and post-service follow-ups
- Insurance: client portal for intake, endorsements, claims, renewals
- Insurance: COIs, payments/e-sign, and document tracking
- Ops console: content, forms, languages, roles/permissions
- Signals: weekly-read analytics (cycle time, requests, completions)
Solution modules (pick & fit)
Installer finder & request flow (availability context)
Job intake → shop queue (SLA, timestamps, comms)
Client portal (quote, claim, endorsement, renewal review)
COI generator & tracking (logs, expiry reminders)
Payments & e-sign (when required)
Content/CMS lite (copy, media, languages)
Analytics deck (leaders can read)
Plays well with
Core systems
- SSO / Auth (SAML, OIDC)
- Catalog/PIM & locator (aftermarket)
- AMS/Policy admin (insurance)
- CRM (e.g., Salesforce, HubSpot)
- Payments/Invoicing (e.g., Stripe, Adyen)
- Document stores & e-signature (e.g., Box/Drive, DocuSign)
Experience layer
- CMS / DAM (e.g., Headless CMS, Cloudinary)
- Email / SMS / Push (e.g., SendGrid, Twilio, FCM/APNS)
- Maps/Geo & scheduling
- Translations (e.g., Phrase, Lokalise)
Data & governance
- Analytics / BI (e.g., GA4, Mixpanel, Looker)
- CDP / ETL / Events (e.g., Segment, Kafka, Pub/Sub)
- Consent / Privacy (US/CA alignment)
- Logging / Audit (requests, changes, approvals)
- CDN / Edge cache (e.g., Cloudflare, Fastly)
Keep what works. Add what’s missing.
Send your current portals/processes and the outcomes you want. We’ll outline a practical plan.