Allianz Client Contract Tracker

🛠️ Technical Architecture

Frontend Stack

• React 18 - Latest React features with Concurrent Mode
• TypeScript - Strict type checking for enterprise reliability
• Material-UI v5 - Professional UI components with custom theming
• React Query - Server state management and caching
• React Hook Form - Performant form handling with validation
• Chart.js - Interactive data visualization

Backend Integration

• Node.js + Express - RESTful API server
• PostgreSQL - Primary database for client and contract data
• Redis - Session management and caching
• JWT Authentication - Secure user authentication
• Role-based Access Control - Different permissions for agents and managers

Development Workflow

• Vite - Fast development server and build tool
• ESLint + Prettier - Code quality and consistency
• Husky + lint-staged - Pre-commit hooks for quality assurance
• Jest + React Testing Library - Comprehensive testing suite

🏗️ Core Features Implementation

Client Management System

interface Client {
  id: string;
  personalInfo: {
    firstName: string;
    lastName: string;
    email: string;
    phone: string;
    address: Address;
  };
  contracts: Contract[];
  interactions: Interaction[];
  riskProfile: RiskAssessment;
  preferredContact: ContactMethod;
}

const ClientProfile: React.FC<{ clientId: string }> = ({ clientId }) => {
  const { data: client, isLoading } = useQuery(
    ['client', clientId],
    () => fetchClient(clientId),
    {
      staleTime: 5 * 60 * 1000, // 5 minutes
      cacheTime: 10 * 60 * 1000, // 10 minutes
    }
  );

  if (isLoading) return <ClientSkeleton />;

  return (
    <Grid container spacing={3}>
      <Grid item xs={12} md={8}>
        <ClientInfoCard client={client} />
        <ContractsTable contracts={client.contracts} />
      </Grid>
      <Grid item xs={12} md={4}>
        <InteractionTimeline interactions={client.interactions} />
        <RenewalAlerts contracts={client.contracts} />
      </Grid>
    </Grid>
  );
};

Contract Lifecycle Management

1. Contract Creation & Proposals

   • Dynamic form generation based on insurance type
   • Real-time premium calculations
   • Document upload and management
   • Digital signature integration

2. Policy Administration

   • Contract modification workflows
   • Payment tracking and reminders
   • Claims integration and status tracking
   • Policy document generation

3. Renewal Management

   • Automated renewal notifications (90, 60, 30 days)
   • Renewal quote generation
   • Competitive analysis tools
   • Client retention strategies

📊 Dashboard & Analytics

Key Performance Indicators

• Client Acquisition Rate: Monthly new client metrics
• Retention Rate: Policy renewal success rates
• Revenue Tracking: Premium collection and growth
• Agent Performance: Individual and team productivity

Interactive Charts & Reports

• Revenue Trends: Monthly/quarterly revenue visualization
• Client Demographics: Age, location, and risk profile analysis
• Contract Distribution: Policy types and coverage amounts
• Renewal Pipeline: Upcoming renewals and conversion rates

🔐 Security & Compliance

Data Protection

• GDPR Compliance: Data privacy and right to be forgotten
• Encryption: End-to-end data encryption at rest and in transit
• Audit Trails: Complete logging of all user actions
• Backup Strategy: Automated daily backups with point-in-time recovery

Access Control

• Role-based Permissions: Agent, Manager, and Admin roles
• Multi-factor Authentication: Enhanced security for sensitive data
• Session Management: Automatic timeout and secure session handling
• IP Whitelisting: Restricted access from approved locations

📱 User Experience Features

Responsive Design

• Mobile-first Approach: Optimized for tablets and smartphones
• Progressive Web App: Offline capabilities and app-like experience
• Touch-friendly Interface: Gesture support for mobile interactions
• Accessibility: WCAG 2.1 compliance for inclusive design

Performance Optimizations

• Code Splitting: Route-based lazy loading
• Virtual Scrolling: Efficient rendering of large client lists
• Image Optimization: Compressed images with lazy loading
• Bundle Analysis: Optimized bundle size for faster loading