Insurance · 4 weeks

Multi-Vendor Lead Management Portal Secure vendor-isolated lead platform for an insurance agency

Lead management breaks down when multiple vendors feed a shared system — visibility chaos, data leakage risk and operational overhead. This platform gives every vendor their own scoped portal on one central database, with automated routing and management analytics.

AirtableSoftrZapierTwilio SMSREST API

Problem and outcome

The problem

Multiple vendors, one lead pool — and no way to keep their data apart.

Vendors needed to submit leads into a shared system while seeing only their own records. Without strict role enforcement, vendors could potentially view competitor lead data. Building separate systems per vendor was unscalable and costly, and management lacked any cross-vendor reporting or agent performance analytics.

The outcome

Three scoped portals on one platform — isolation enforced at the platform level.

Vendors submit and track only their own leads. Agents work every lead across all vendors with inline status updates. Management watches conversion rates, lead-source performance and agent KPIs live. Routing rules assign every new lead by product type, region and workload — with SMS alerts on assignment.

Inside the system

The deployed system, on screen.

multi-vendor-lead-portal · live workspace
Multi-Vendor Lead Management Portal — system screenshot
What this showsThe vendor portal — scoped to a single vendor's leads with live status tracking, their own metrics only, and platform-enforced data isolation.
What we built

Six components. One system.

Every transformation project follows the same Nexlyn execution-layer architecture: capture → decide → execute → log.

01
4-table relational base
Vendors, Leads, Agents and Activities — linked records with premium and status tracking
02
Vendor portal (Softr)
Structured intake form + scoped views — Vendor A can never see Vendor B's data
03
Agent portal
All-lead access with inline editing, dispositions, smart search and follow-up dates
04
Management dashboard
Vendor activity, conversion rates, lead-source analysis and agent performance KPIs
05
Routing engine
Product-type, region and workload-balance rules with round-robin fallback and manual override
06
Audit trail + CSV pipeline
Every action logged with timestamps; bulk CSV import with dedup and 5 export report types
Measured outcome

The numbers from the deployed system.

Pulled from the live instance after go-live — not pitch math.

100%
Vendor data isolation
80%
Faster lead routing
Reporting speed
0
Manual deduplication
How it works

From inbound event to executed action.

The execution layer that makes the system run end-to-end.

Submit
Vendor intake form
Route
Rules engine fires
Assign
Agent + SMS alert
Work
Status · notes
Audit
Activity log
Report
Live mgmt KPIs

The result

The agency replaced per-vendor spreadsheet chaos with one unified platform — vendor-scoped access enforced natively, instant automated routing instead of manual email chains, and live dashboards that replaced manual Excel pivot reports. The architecture is API-ready for CRM integrations, vendor scorecards and SMS workflows.

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