Broker portal (SaaS)
finra.ch
Client portal for insurance brokers: every company with its own subdomain and branding — CRM, contracts, deadline radar.
- 4
- languages in the portal
- 3
- roles with their own access
- 655
- tests on every push
The task
An insurance broker manages clients, contracts and deadlines — and a missed deadline costs money. The data lives in spreadsheets, the broker faces their own clients under the name of somebody else's software, and several brokers inside the same application must never, under any circumstance, see one another.
The solution
A portal where every brokerage works under its own subdomain, with its own logo and its own brand colour — the client sees the firm, not the software behind it. Clients, contracts, notes and tasks sit side by side. A deadline radar gathers from four sources whatever is coming due and sends a weekly reminder by email.
The technology
Laravel 13 with PHP 8.4 and MariaDB. Separation between firms does not hang on the interface but on the query itself: fifteen data areas carry the tenant filter built in, and in case of doubt it returns nothing rather than too much. Documents sit on storage that is unreachable from outside, and every single access is logged.
The result
Every firm appears under its own name without needing a second installation. Deadlines announce themselves instead of waiting in a spreadsheet for somebody to notice. And 655 tests run on every push — so the separation between tenants is not asserted, it is verified.
What is inside
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