Versicherungen

DentVision – CRM & Lead Tracking

Digitization of lead and commission management for an insurance office.

Client: Regionaler Versicherungsmakler Team size: < 10 Mitarbeiter Services: SaaS-Architektur, Backend-Entwicklung, Frontend, Data Engineering, Betrieb

Tech Stack

Python Django Django REST Framework PostgreSQL Chart.js TailwindCSS Docker Nginx CI/CD

Services

SaaS-Architektur Backend-Entwicklung Frontend Data Engineering Betrieb

Overview

DentVision manages leads from a dental practice network. Roles, permissions, and referrers can be administered in a portal. Dashboards show KPIs in real-time, monthly settlements are generated automatically.

Challenge

Insurance brokers managing dental practice networks needed a way to track leads, calculate commissions, and manage multiple team members with different access levels.

Solution

A custom CRM with role-based access, automated commission calculations, and real-time reporting dashboards.

Results & Impact

Streamlined operations with automated billing and transparent KPI tracking across the entire partner network.

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