"I don't want ads, fix my ledger"
In ten minutes with an insurance agency the word "ads" never came up: production tracking, collections, customer cards, renewals. The agency's real pain and the system built for it — 1,664 policies, 1,027 customers, one-box search.
We arrived with a site-and-Instagram plan; the owner talked about pulling numbers from two insurer portals and an Excel file. We binned the ad plan.
Built: web + PWA panel, import pipeline with footer reconciliation, one-box search (name/plate/policy/phone), customer card, period dashboard, five-step renewal ladder with WhatsApp templates, encrypted card data, EU hosting, RLS tested against seven attack patterns.
Data truth: 14,274 rows → 413 customer cards; one company under three spellings; a 32-character truncation in the source. Live ledger: 1,664 policies, 1,027 customers. Model: monthly fee, data belongs to the agency.