Insurance PWA for Ecuador

A Progressive Web App for insurance quoting and comparison in Ecuador.

Project Overview

This is a Progressive Web App (PWA) built with Ionic 7 + Angular 17 for insurance quoting and comparison in Ecuador. The app focuses on lead generation with WhatsApp automation and email sequences.

Technical Stack

• Frontend: Ionic 7 + Angular 17 (PWA with service workers, installable)
• Backend: Node.js + TypeScript on Vercel Serverless Functions
• Database: MongoDB Atlas (free tier)
• Integrations: WhatsApp Business API, Resend for emails
• Authentication: Magic Links (passwordless)

Development Setup

1. Install dependencies:

   npm install
   

2. Run the development server:

   ionic serve
   

3. To build for production:

   ionic build --prod
   

Project Structure

insurance-pwa/
├── src/ (Ionic Angular frontend)
├── functions/ (Vercel Serverless Functions)
├── public/ (PWA assets)
└── vercel.json (Vercel configuration)

Environment Variables

Create a .env.local file with the following variables:

MONGODB_URI=...
WHATSAPP_API_TOKEN=...
RESEND_API_KEY=...
JWT_SECRET=...

TODO for Continued Development

Week 2: Quoting Engine

• Build 4-step quoting flow:
  • Step 1: Insurance type selection (auto, home, life)
  • Step 2: Vehicle details (plate lookup or manual entry)
  • Step 3: Personal information (Ecuador ID validation)
  • Step 4: Coverage selection (3 preset plans + customization)
• Implement real-time premium calculation
• Create PDF generation for quotes
• Build comparison table interface (2-3 insurer options)

Week 3: Lead Capture & Automation

• WhatsApp integration:
  • Setup WhatsApp Business API
  • Implement chatbot with basic flows:
    • /quote - Start new quote in chat
    • /myquote [code] - Check existing quote
    • /agent - Request human contact
  • Send automated quote via WhatsApp
• Email automation with Resend:
  • Email 1: Quote PDF immediately
  • Email 2: Follow-up after 24h (if opened)
  • Email 3: Special offer after 72h (if engaged)
• Lead capture form post-quote:
  • Contact preference selection (WhatsApp, email, call)
  • Consent management (GDPR compliant)
  • Automated lead scoring (0-100)

Week 4: Broker Dashboard & Polish

• Admin dashboard for brokers:
  • Real-time lead monitoring
  • Conversion funnel visualization
  • Basic agent assignment system
  • Performance metrics
• Ecuador-specific optimizations:
  • Validations for Ecuadorian ID numbers
  • City/region-based pricing
  • SOAT (mandatory insurance) inclusion
  • Currency formatting (USD)
• PWA optimizations:
  • Lighthouse score > 90
  • Install prompt for mobile devices
  • Offline functionality for saved quotes
  • Push notification setup

Deployment

Deploy to Vercel with the Vercel CLI or through GitHub integration.