Sales analytics and a client portal security review for a Lagos insurance broker
- 2021 to 2024
- Sales records analysed in ERPNext
- Read-only
- API boundary between the system of record and the customer app
- OTP vs TOTP
- Login options compared for the customer portal
Context
A Lagos insurance broker runs its sales, customer records and KYC data in ERPNext. The records go back years, but nobody had asked them a structured question about which customers buy what, and why.
What AIT did
We analysed sales from 2021 to 2024 to segment customers and find cross-sell patterns, and mapped how KYC information moves through the business. Separately, we reviewed the product requirements for a planned customer portal.
The review recommended keeping ERPNext as the single system of record, putting a read-only API between it and a separate customer app, and choosing carefully between SMS one-time passwords and app-based codes for login.
Status
The analysis and the review are delivered. The portal itself has not been built by AIT, and we make no claim about its deployment.