Appliquer Technologies

We developed a fully customized website and CRM system for Sky7 India, an insurance service provider.

The solution included a corporate website for showcasing insurance products and services, along with a robust backend CRM designed to manage leads, customers, agents, and policy records efficiently.

The CRM features a structured role-based access system with two primary user roles:

Manager/Back Office Role

• Access limited to data entry and policy management

• Lead updates and customer record handling

• Renewal tracking and automated email dispatch

• Document uploads and structured data maintenance

Admin Role

• Full system access and administrative control

• Master data management (insurance types, agents, policies)

• Performance monitoring and business analytics

• Advanced reporting with custom filters and date ranges

• System configuration and operational oversight

Additional system features include:

• Automated daily database backups for data security

• Cron-based renewal reminder emails sent to customers before policy expiration

• Structured document storage for policy records

• Workflow automation to minimize manual intervention

• Secure, password-protected policy documents delivered to customers via email or WhatsApp

• Restricted system access for back-office users, limited to authorized office network environments

Technology Stack:

• Backend: PHP, MySQL
• Frontend: HTML5, CSS3, Bootstrap, JavaScript
• Integrations: SMTP Email Services, Cron-based Automation
• Security: Role-Based Access Control, Network Access Restrictions, Password-Protected PDF Delivery

The system improved operational transparency, streamlined internal processes, reduced missed renewals, and enhanced overall business efficiency.

AI-Powered Business Intelligence & Operational Automation Platform

(Developed for EyeSpyCC)

We designed and implemented a fully customized AI-driven business intelligence and operational management platform that helps organizations significantly reduce operational costs, automate reporting workflows, and enable data-driven leadership decisions.

The solution combines intelligent automation, cost optimization consulting, and advanced business analytics to provide real-time visibility into performance across multiple locations and operational units.

Core Innovation: AI-Powered Conversational Reporting Assistant

At the heart of the system is a fully customized AI-powered chatbot integrated directly with internal business systems and live databases.

Key Capabilities:

• On-demand conversational report generation
• Location-wise and date-range based reporting
• Custom operational parameter selection
• Dynamic real-time data extraction
• Automated secure report generation and download links

Users can simply select:

• Specific locations
• Custom date ranges
• Operational filters or parameters

The system dynamically processes the request, generates accurate reports instantly, provides actionable insights, and delivers a secure downloadable file — eliminating manual reporting efforts entirely.

Result:
Manual reporting time reduced by up to 60%, enabling faster cost-saving and operational decisions.

Advanced Role-Based Access System (7+ Roles)

The platform includes a robust multi-role access architecture designed for enterprise-level control and scalability.

Roles include:

• Super Admin
• Admin
• Customer
• Regional Manager
• Editor
• Mystery Shopper
• Auditor

Each role has granular permission control, ensuring data security, workflow control, and compliance.

Exclusive Map-Based Evaluation System (Mystery Shopper Module)

One of the most unique features of the platform is its interactive map-based functionality built specifically for mystery shoppers.

Features:

• Live map displaying nearby evaluations
• Geo-based task visibility
• Real-time evaluation request system
• Location-aware assignment management
• Status tracking for submitted evaluations

Mystery shoppers can view available evaluations around them, request assignments directly through the system, and complete tasks efficiently — improving response time and operational coverage.

Fully Customizable Form Builder (In-House Built System)

We developed a powerful internal form builder similar in flexibility to Google Forms — but fully owned and integrated within the platform.

Capabilities:

• Drag-and-drop form builder
• Custom question types
• Conditional logic
• Scoring mechanisms
• Media upload support
• Multi-location deployment
• Real-time submission tracking

Admins have complete control to design evaluation forms, audit checklists, surveys, or compliance templates without requiring developer intervention.

This dramatically reduces operational dependency and allows dynamic business rule adjustments.

Real-Time Business Intelligence Dashboard

The system provides leadership teams with:

• Cross-location performance visibility
• KPI monitoring
• Trend analysis
• Cost leakage identification
• Automated insight generation
• Data export capabilities

Decision-makers gain immediate access to actionable intelligence without waiting for manual compilation.

Measurable Business Impact

• 60% reduction in manual reporting time
• Faster cost optimization decisions
• Improved operational visibility across locations
• Reduced dependency on manual data processing
• Increased productivity through intelligent automation
• Enhanced field evaluation efficiency via geo-mapping

Our Approach

We combined:

• Cost optimization consulting
• Business intelligence architecture
• AI-powered conversational interfaces
• Workflow automation
• Role-based enterprise security
• Custom enterprise form engineering

This solution empowers organizations with on-demand insights, automated reporting, and intelligent operational visibility — transforming traditional reporting processes into a real-time strategic advantage.