Pranav Yadav monogramCase study · Freight Insurance Renewals
Case study · Toptal · Automation

Freight Insurance Renewals

Risk Management & Compliance, a US freight-insurance agency, was chasing renewals manually across hundreds of trucking carriers. Carrier data arrives as spreadsheets of varying quality and has to be reconciled against a federal identifier, enriched, summarised, and pushed into the agency's CRM — with zero tolerance for a fabricated identifier or an invented fact reaching an underwriter.

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Freight Insurance Renewals — screenshot
01

Context

  • One application, three surfaces: a public marketing page, per-carrier microsites keyed by motor-carrier number, and a gated admin panel for import, outreach, and analytics.
  • The output of the LLM layer is an underwriter-grade Letter of Experience — a document a professional signs their name to. 'The model was confident' is not a defence in this domain.
  • Excel-to-database import with reporting, archival, and idempotent stamping — hardened after a filter defect was found to have silently dropped 2,584 leads.
  • Zoho CRM sync with attachment push on submission, VIN verification against the NHTSA vPIC dataset with caching and diffing, segmented outreach by carrier tier, and document/loss-run uploads to cloud storage.

An unverified identifier reaching the model's context is a correctness defect — and it gets tracked as one.

02

What I built

A provider-pluggable LLM pipeline (OpenAI + Gemini selected by configuration) generating structured Letters of Experience from carrier submissions — schema-constrained, with deterministic post-processing before anything downstream consumes the output.

Prompts constrained to declare absence: where a fact is missing from the submission, the model must state that verbatim rather than infer a plausible value.

The import pipeline, CRM integration, VIN verification flow, and per-carrier microsites with engagement analytics. Seven modules carry unit tests; work ships through issue-linked pull requests with a review gate.

03

Key decisions

04

Outcome

  • Replaces the manual renewal chase across hundreds of carriers with automated intake, enrichment, outreach, and submission.
  • Import hardening caught and restored 2,584 silently dropped leads.