N° 07Insurance
Quiet softwarefor serious money.
A private consulting platform for ultra-high-net-worth life insurance and wealth transfer — policy modelling, document rooms and advisor collaboration in one place.
Role-scoped
access on every document
Audited
full access trail
UHNW
portfolio-grade modelling
The Challenge
What made it hard.
Highly sensitive client documents, multi-party advisor access, and modelling that has to be precise enough for estate planning decisions.
Our Approach
How we built it.
A Laravel platform on hardened AWS with role-scoped access, audited document rooms, and modelling tools built alongside the firm's advisors.
Inside the build6 core features
Shipped features,not a wishlist.
Policy and wealth-transfer modelling
Audited, role-scoped document rooms
Advisor and client collaboration workspaces
Granular permissions and access logs
Encrypted storage and backups
Reporting exports for estate planning
How it ran
Discovery to launch,one accountable team.
Discovery
Advisor workflow mapping and data-sensitivity review.
Design
Restrained, document-forward interface for advisor and client.
Build
Laravel platform, permissions model and audited storage.
Launch
Advisor onboarding and client migration.
