Insurance agent management platform for Ghana and West Africa — renewals, WhatsApp alerts, client tracking, and commission management.
# PolicyHQ
> The operating system for insurance agents in West Africa.
PolicyHQ is a Next.js 14 SaaS insurance agency management platform designed for insurance agents in Ghana and West Africa.
## The Problem
Insurance agents in Ghana and across West Africa manage too much of their business manually: renewal follow-ups, client records, policy tracking, commission tracking, and WhatsApp reminders. PolicyHQ gives agents one professional place to manage that work.
## Core MVP Features
| Feature | Description |
|---|---|
| Renewal Alerts Dashboard | Track policies expiring this week, next week, and this month |
| WhatsApp-Ready Notifications | Renewal and birthday workflows prepared for Meta WhatsApp Business Cloud API once approved templates are configured |
| Client Database | Centralised client records with contact details and policy history |
| Policy Tracker | Active, expiring, cancelled, and renewed policy visibility |
| Commission Tracker | Paid, pending, overdue, monthly, yearly, and all-time commission views |
## Tech Stack
- Next.js 14 App Router
- TypeScript
- Tailwind CSS with shadcn-style UI primitives
- Supabase PostgreSQL, Auth, Storage, RLS, and Edge Functions
- WhatsApp Business Cloud API
- Resend email
- Vercel hosting
## Local Setup
1. Install dependencies with `npm install`.
2. Copy `.env.example` to `.env.local` and fill in Supabase, Resend, and WhatsApp values.
3. Run the SQL in `supabase/schema.sql` against the Supabase project.
4. Deploy the Supabase Edge Functions in `supabase/functions`.
5. Start the app with `npm run dev`.
## Routes
- `/` marketing landing page
- `/demo` unauthenticated live demo with isolated fictional data
- `/sign-in`, `/sign-up`, `/forgot-password`, `/reset-password`
- `/dashboard`
- `/renewals/week`, `/renewals/next-week`, `/renewals/month`
- `/clients`, `/clients/[id]`
- `/policies`
- `/commissions`
- `/notifications`
- `/profile`
## Supabase Security
Every tenant table has Row Level Security enabled with p …