LYTA CRM
Multi-tenant SaaS CRM for insurance brokerage firms, combining client management, contracts, commissions, document storage, customer portal, administrator back-office, AI document analysis, Stripe subscriptions, emails, SMS and a hardened Supabase architecture.Visit Live SiteExpand
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Project Overview
I took over LYTA CRM, a multi-tenant SaaS platform built for insurance brokerage firms, to move it from an advanced Lovable/Supabase prototype toward a more reliable production-ready product. The application brings together a brokerage CRM, customer portal, global administration back-office, contract and commission management, documents, notifications, emailing, subscriptions and financial dashboards.
The work focused on the critical production layer: technical audit, remediation roadmap, Supabase Edge Function hardening, JWT checks, dynamic CORS, rate limiting, Stripe webhook verification, stronger RLS and Storage policies, tenant isolation, 2FA/SMS flow improvements, structured logging, quotas, frontend performance and deployment preparation for Vercel, Supabase and Cloudflare.
I also stabilized key business flows for insurance brokerage: client and family management, mono-product and multi-product contracts, insurance companies and products, commissions, collaborators and permissions, AI document scanning, human validation workflows, transaction emails and administration dashboards. The result is a clearer, safer SaaS foundation ready to support commercial rollout and future tenant onboarding.