Administrator update for managing claims, products,
and development of the Provider portal

Challenge

Rootstack has been a strategic digital partner for an insurance company, collaborating on several technology projects. One of the most relevant initiatives was the modernization of the web administrator for the Asegúrate page, the portal where customers access the insurer’s products and services.

Previously, adding a new product required internal technical development, which slowed processes and limited the team's autonomy. The insurance company asked Rootstack for a more flexible solution that would allow them to manage insurance offerings and plans directly from the administrator, without depending on developers.

Faced with this situation, the insurance company requested a more agile and functional solution from Rootstack. The objective was clear: to enable complete management of insurance products directly from the web administrator. This includes the ability to:

• Add new products with all their features.
• Manage purchasing processes and plan configurations.
• Edit existing insurance products without technical support.

Solution and benefits

Thanks to this update, the new system allows internal users—such as administrators, product owners, or marketing staff—to have full control over published information, available products, sales channels, and the final user experience, all without relying on developers for each modification.

New Features of the Web Administrator

These functionalities are organized into modules to facilitate management and focus on customized access, product administration, content management, visual customization, and auditing.

1. Broker Access

• List of brokers with filters by the insurance company code.
• Registration and editing of access, including visual customization and logo uploads.
• Bulk upload of brokers via file.
• Data export in Excel format.

2. Sales Channel

• Creation and management of product groups and categories.
• Definition of exclusive products by sales channel.
• Configuration of custom purchase flows.
• Management of FAQs, exclusions, benefits, and coverages.

3. Products

• Creation of products with attributes such as benefits, payment methods, age ranges, and insured amounts.
• Modular editing without redoing previous configurations.
• Controlled deletion with change confirmation.

4. Website Carousel

• Visual management of the website's banners and slides.
• Editing of images, text, and associated links.

5. Audit

• Record of all actions performed within the system.
• Filtering by date, action type, user, and details of the change.

Summary of Technologies Used

The project was developed with a modern and scalable architecture. The frontend was built using Next.js with TypeScript and TailwindCSS for an efficient and responsive interface. The backend was developed with .NET 6.0, using Entity Framework and tools such as Docker, Jenkins, and Swagger for containerization, automation, and documentation. The cloud infrastructure was hosted on Oracle Cloud Infrastructure, with plans to use Kubernetes and managed databases (RDS).

With this modernization, the insurance company achieved a significant transformation in the way it manages its product portal, optimizing time, reducing technical dependency, and improving the experience for both internal users and end customers. This flexible and robust solution positions the company to quickly adapt to new digital market demands.

Trust in Rootstack's expertise, with more than 15 years working on innovative tech projects.