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

• Add new products with all their functionalities.

• Manage purchasing processes and plan configurations.

• Edit existing insurance policies without requiring technical support.

Thanks to this update, the new system allows internal users—such as administrators, product managers, or marketing leads—to have full control over published information, available products, sales channels, and the end-user experience, all without depending on developers for every modification.

New Web Administrator Functionalities

These features are organized by modules to streamline management, focusing on customized access, product administration, content, visual personalization, and auditing.

1. Broker Access

• List of brokers with filtering options by insurance company code.

• Registration and editing of access credentials with visual customization and logo uploads.

• Bulk upload of brokers via file import.

• Data export in Excel format.

2. Sales Channel

• Creation and management of product groups and categories.

• Definition of exclusive products per channel.

• Configuration of customized purchasing flows.

• Management of FAQs, exclusions, benefits, and coverage.

3. Products

• Creation of products with attributes such as benefits, payment methods, age ranges, and sum insured.

• Modular editing without the need to redo previous configurations.

• Controlled deletion with change confirmation prompts.

4. Web Carousel

• Visual management of website banners and slides.

• Editing of associated images, text, and links.

5. Audit Trail

• Logging of all actions performed within the system.

• Filtering by date, action type, user, and change details.