Case Study · Insurance & Fintech

Credit Insurance Platform

A digital platform that improves credit access for small and medium businesses — issuing guarantee policies and bond certificates as a modern substitute for the bank guarantee slip, validated in a few steps and delivered instantly as QR-verified PDFs.

QR Verifiable PDF policies
WebPay Secure Transbank payments
SME Tender & bond guarantees
Overview

Guarantee policies, issued in minutes.

We built this solution for a leading company that improves credit access for small and medium-sized businesses — supporting their participation in public and private tenders and helping them secure the working capital and investment they need to grow, through bond certificates and guarantee policies that act as a substitute for the bank guarantee slip.

Users follow a few simple steps to validate their information, and on successful payment the system immediately generates the policy document or certificate. Every document is produced as a PDF with a QR code, so validity can be confirmed instantly for verification purposes.

Credit Insurance Platform interface
Key Features

From application to certificate, fully digital.

Main Functionality

Everything needed to take a guarantee from request to issued certificate, with payment handled securely inside the flow.

  • Collect data from financial institutions
  • Collect beneficiary information
  • Issue guarantee policies
  • Secure online payment via WebPay Transbank gateway
  • Generate policy documents & certificates as PDF
Main functionalities
Admin panel

Features for Admins

A control panel that keeps the whole portfolio of policies and payments visible and manageable from one dashboard.

  • Dashboard overview of all activity
  • List, update and delete policies
  • Regenerate policy documents after changes
  • Filter for failed policies
  • Track payment status — failed, pending or done
Built With
PHP CodeIgniter MySQL jQuery Bootstrap CSS3 WebPay Transbank

Need an insurance or guarantee platform? Let’s talk.

Tell us about your policies, payments, and verification requirements — we’ll show you the fastest path to a production-ready platform.