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Insurance Client Data Management System

"Replaced a binder-based workflow for ~2,000 client records with a searchable, exportable web system"

Stack: Python, Flask, Google Sheets API, deployed on Render (2025)
What it replaced: a binder-based (physical/paper) workflow covering ~2,000 records
What it does: a minimal web intake form that syncs directly to Google Sheets via the Sheets API; searchable/sortable data; CSV export

Who it's for

First Senior Services, my dad's insurance company, which keeps records for roughly 2,000 clients. Before this, those records lived in physical binders. Now looking up a client's information and storing a new client's data both happen in one searchable place instead of paging through binders.

Simple by design

This was deliberately minimal by design — a Flask form talking to the Google Sheets API, not a database-backed app with its own schema and hosting overhead. For ~2,000 records with a small number of simultaneous users, a database would have been solving a problem I didn't have: Sheets already gives you a queryable, shareable, human-editable store for free. Knowing when *not* to reach for more infrastructure was the actual engineering decision here, not a limitation I ran out of time to fix.