Policy Tracker

Inspiration

This idea came from a real-life scenario. We saw how many people around us—especially within families—struggled to keep track of multiple insurance policies, premium dates, and coverage details. Often, a missed payment or lost document would cost people their coverage when they needed it most. We wanted to solve this by creating one central place where your family’s insurance life could be managed without the clutter, confusion, or missed deadlines. The goal was simple: peace of mind, automated.

What it does

Policy Tracker makes managing family insurance hassle-free. • Add and organize policies by member or type. • Track premium payment cycles with visual progress bars. • Get timely reminders so you never miss a due date. • Export all your policy data to CSV or Excel with a click. Everything is cleanly organized by policy, payment cycle, and family member. You get a clear view of what’s paid, what’s due, and what’s covered.

How we built it

We designed the full interface in Figma, keeping clarity and simplicity as our priority. We used Bolt AI to rapidly build the front end, making it visually appealing and fast. The backend is powered by Supabase, handling all user data and authentication securely. For calendar views and payment reminders, we integrated logic using Supabase date queries. We handled various UI state and error edge cases in VS Code, pushing updates via GitHub to Bolt.

Challenges we ran into

Implementing calendar-based filtering for events like maturity dates, payment deadlines, and family member-level grouping needed precise state management. Another challenge was formatting downloadable data cleanly into CSV/Excel from structured Supabase tables without bloating the UI or losing user experience quality.

Accomplishments that we're proud of

We were able to create a working insurance manager that handles real user data end-to-end, from policy input to visual tracking and calendar reminders. The satisfaction of seeing a clean dashboard summarizing all premiums and coverage at a glance felt like we truly solved a real pain point. Exporting all data into CSV and Excel with one click added an extra layer of utility we’re proud of.

What we learned

We learned how to organize and present financial/insurance data in a family-friendly way. We discovered Supabase’s power and quirks—especially around data structure and role-based visibility. We also understood how Bolt AI could accelerate build times but required Git-based backups for safety. Overall, we learned how to turn a traditionally boring space into something clear and usable.

What's next for Policy Tracker

We want to introduce more utility, like: • Adding auto-email reminders and SMS alerts. • Support for multiple policy types (health, car, life, etc.) with filters. • AI-powered suggestions like policy expiration alerts or recommended coverage based on age. • Linking documents like scanned PDFs directly to each policy for easy reference. • Optional sync with insurers via APIs in the future.