Velorrin: Custom Website, CRM & Rating Dashboard
A complete custom build for an insurance agency platform: the public website, client CRM, comparative rating dashboard, and connected agency operations.
- Client
- Velorrin
- Industry
- Insurance technology
The challenge
Velorrin needed a public website that could explain a substantial insurance platform, alongside a custom workspace that brings client relationships, quoting, policies, and daily agency work together.
Our approach
Lumen designed and built the website and application around the insurance account lifecycle. The public site showcases the platform through detailed product views, while the custom CRM and rating dashboard carry that same design language into the agency workspace.
What we delivered
- Fully custom website with dedicated CRM, rater, platform, and feature pages
- Custom client CRM connecting people, households, account activity, tasks, policies, and documents
- Comparative rating dashboard for reviewing quote, coverage, premium, and payment details
- Policy servicing workflows with request stages and review steps
- Renewal queues with review windows, assigned follow-up, and remarketing context
- Agency operations views for workload, documents, reporting, and team activity
What we built
The custom website
A cohesive public site built around Velorrin’s product, with detailed CRM and rater pages, interactive dashboard presentations, feature explanations, and a clear path to explore the platform.
Explore Velorrin →The client CRM
A custom account workspace that brings people, households, policies, quotes, activity, documents, and tasks into one connected view. The design keeps account context and the next action easy to find.
See the CRM showcase →The rating dashboard
A custom comparative rating interface built around reusable risk details and side-by-side quote review. The public showcase demonstrates premium, coverage, and payment comparisons with simulated examples; live carrier connectivity is planned.
See the rater showcase →Policy servicing & renewals
Purpose-built views for staged service requests, review and approval, expiration windows, premium changes, and assigned renewal follow-up. These workflows keep each account’s work connected to its history.
Explore the platform →Agency operations
Dashboard views bring quotes, tasks, renewals, servicing, document requirements, and reporting together. The site showcases the scope of the custom workspace and how team members find the work that needs attention.
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See the project →Want a system like this for your business?
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