PolicyFlow is a custom line-of-business platform built for insurance teams that need to move leads from raw intake to bound policy without losing visibility along the way. The system connects Excel-based title-order imports, client risk review questionnaires, property inspection records, quote queues, binder logs, quality control, and reporting so staff can see where each opportunity stands and what needs attention next.

The application reduces manual handoffs by turning business rules into repeatable workflow. Imported orders are cleaned, deduplicated, filtered, parsed, and promoted through staging tables before valid records become ready for downstream work. Client and property details then feed the quote queue, where the system classifies quote types, assigns form types, tracks closing and inspection dates, and keeps lead records synchronized when risk reviews or inspections change.

PolicyFlow also enforces the underwriting and binding checks that matter operationally. Older homes can require four-point and wind mitigation inspection status, failed inspection results can move leads into issue or closed states, risk conditions can trigger binding alerts, and bound policies receive year-based sequential binder numbers. Quality control users can verify completed policies, fail items with notes, and allow agents to resubmit corrections with a clear audit trail.

For managers and agents, the platform adds follow-up discipline and reporting visibility. Proposal-sent leads can carry due dates, follow-up history, next-action notes, overdue indicators, and a reminder bell in the Blazor UI. Reporting projections keep quote queue and binder log data in a dedicated read model for conversion tracking, proposal-to-bind timing, inspection timing, bound policy metrics, QC visibility, and sales performance analysis.

Behind the scenes, the platform uses .NET 9, Blazor Server, EF Core, SQL Server, MassTransit messaging, Mediator-style command workflows, domain and integration events, reporting projections, audit history, OpenID Connect authentication, health checks, and automated tests. The result is a dependable operational system for teams that need structured insurance workflow, strong validation, and better decision-making data.