Santiago Serrano
← All projects
/ ProjectIn production

Fleet Solutions México

Quote insurance from several insurers on a single screen

Tiempo real
insurance quoting
Tech Lead
my role on the project

/What it is

The vehicle-insurance quoting platform of a fleet company: a CRM with a quoting engine that delivers, in a single view, a coverage comparison from several insurers.

/The real problem

Each insurer works differently: it has its own way of receiving data, describing its coverage and its own response time. A useful comparison has to wait for the slow ones without making the user wait, and keep working even if one fails.

/Decisions I made

  1. D-01

    All of them are queried at once

    The engine asks the insurers at the same time and translates each answer into a common format. Adding a new insurer means writing one more connection, without touching what the user sees.

  2. D-02

    Integration supported through launch

    I lead the technical connection with insurers and lenders, including direct contact with each one until it is up and running.

  3. D-03

    From the data structure to production

    I lead the full architecture and development: how the information is organised, the application, its release and its daily operation.

/How it works inside

  1. 01 Origin

    • CRM
  2. 02 Quoting engine

    • Multi-insurer quoting engine
  3. 03 Insurers

    • Insurer A
    • Insurer B
    • Insurer C
  4. 04 Result

    • Coverage comparison
Simplified diagram. The platform is not shown for confidentiality.

The internal screens are confidential: a diagram of how it works is shown.

/Result

The sales team sees an insurer coverage comparison on a single screen, in real time, instead of quoting portal by portal.

/ Status

In production. I have been Tech Lead since August 2025. The company's public site is at fleetsolutionsmexico.com; the CRM and the quoting engine are internal.

Team project; I lead the architecture.

Got a similar problem?

The first conversation is free. Tell me how your business runs and we'll see what can be built.

/ Next project

The Healing House

A coaching brand that sells, books and publishes on its own, in two languages