Insurance surveys & report automation
Insurance surveys where an answer can hide whole sections, then generate a PDF from what remains.
Challenge
Answers could hide entire sections of a survey. Templates, prefilled responses, photos, and report layouts had to stay consistent as questions changed.
Outcome
Production survey app with reusable templates, prefilled answers, photos, and PDF reports. A broker/insurer portal stayed in discovery against budget.
My contribution
Defined question types, section visibility, image order, and how template answers copy into new reports. Took PDF and layout fixes through production updates.
What shipped
- 11 question types, from yes/no with comments and 1–15 scores to ordered, captioned photo galleries
- Templates for retail, manufacturing, commercial, warehousing, and healthcare sites
- Multi-building reports with hiding rules applied per building
- PDF reports with a clickable table of contents and satellite imagery
Stack
- Django
- PostgreSQL
- REST APIs
- PDF generation
- DigitalOcean